CONCORD INVESTMENT COUNSEL
CRD #107901 SEC #801-39752 IRVINE, CA 949-852-4100
SEC Registered
Total AUM
$327.5M
Discretionary
$322.5M
Employees
4
Clients
0
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $327.5M | $322.5M | $4.9M | 4 | 238 |
| Jul 2024 | $319.8M | $314.7M | $5.1M | 4 | 238 |
| Jun 2023 | $269.6M | $264.4M | $5.2M | 4 | 250 |
| Jun 2022 | $320.2M | $314.9M | $5.3M | 4 | 250 |
| Jul 2021 | $302.5M | $297M | $5.4M | 4 | 250 |
| Feb 2021 | $200.2M | $197.3M | $2.9M | 4 | 250 |
| Aug 2020 | $200.2M | $197.3M | $2.9M | 4 | 250 |
| Jul 2019 | $230.8M | $226.1M | $4.8M | 4 | 250 |
| Jul 2018 | $222.3M | $217.9M | $4.4M | 5 | 255 |
| Jun 2017 | $190.2M | $186.8M | $3.4M | 5 | 300 |
| Jul 2016 | $167.5M | $163.4M | $4.1M | 5 | 300 |
| Jul 2015 | $179M | $173.9M | $5.2M | 4 | 300 |
| Jul 2014 | $176.5M | $171.5M | $5M | 4 | 300 |
| Jun 2013 | $161.2M | $157.4M | $3.8M | 4 | 300 |
| Feb 2013 | $154.9M | $151.2M | $3.8M | 4 | 300 |
| Jul 2012 | $154.9M | $151.2M | $3.8M | 6 | 300 |
| May 2011 | $150M | $144.5M | $5.6M | 10 | -- |
| Jun 2010 | $140.3M | $136.7M | $3.6M | 10 | -- |
| Nov 2007 | $165.4M | $165.4M | $0 | 10 | -- |
| Sep 2005 | $160M | $152M | $8M | 10 | -- |
| Jun 2004 | $145M | $130M | $15M | 10 | -- |
DateJun 2025
Total AUM$327.5M
Discretionary$322.5M
Non-Disc.$4.9M
Employees4
Clients238
DateJul 2024
Total AUM$319.8M
Discretionary$314.7M
Non-Disc.$5.1M
Employees4
Clients238
DateJun 2023
Total AUM$269.6M
Discretionary$264.4M
Non-Disc.$5.2M
Employees4
Clients250
DateJun 2022
Total AUM$320.2M
Discretionary$314.9M
Non-Disc.$5.3M
Employees4
Clients250
DateJul 2021
Total AUM$302.5M
Discretionary$297M
Non-Disc.$5.4M
Employees4
Clients250
DateFeb 2021
Total AUM$200.2M
Discretionary$197.3M
Non-Disc.$2.9M
Employees4
Clients250
DateAug 2020
Total AUM$200.2M
Discretionary$197.3M
Non-Disc.$2.9M
Employees4
Clients250
DateJul 2019
Total AUM$230.8M
Discretionary$226.1M
Non-Disc.$4.8M
Employees4
Clients250
DateJul 2018
Total AUM$222.3M
Discretionary$217.9M
Non-Disc.$4.4M
Employees5
Clients255
DateJun 2017
Total AUM$190.2M
Discretionary$186.8M
Non-Disc.$3.4M
Employees5
Clients300
DateJul 2016
Total AUM$167.5M
Discretionary$163.4M
Non-Disc.$4.1M
Employees5
Clients300
DateJul 2015
Total AUM$179M
Discretionary$173.9M
Non-Disc.$5.2M
Employees4
Clients300
DateJul 2014
Total AUM$176.5M
Discretionary$171.5M
Non-Disc.$5M
Employees4
Clients300
DateJun 2013
Total AUM$161.2M
Discretionary$157.4M
Non-Disc.$3.8M
Employees4
Clients300
DateFeb 2013
Total AUM$154.9M
Discretionary$151.2M
Non-Disc.$3.8M
Employees4
Clients300
DateJul 2012
Total AUM$154.9M
Discretionary$151.2M
Non-Disc.$3.8M
Employees6
Clients300
DateMay 2011
Total AUM$150M
Discretionary$144.5M
Non-Disc.$5.6M
Employees10
Clients--
DateJun 2010
Total AUM$140.3M
Discretionary$136.7M
Non-Disc.$3.6M
Employees10
Clients--
DateNov 2007
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$160M
Discretionary$152M
Non-Disc.$8M
Employees10
Clients--
DateJun 2004
Total AUM$145M
Discretionary$130M
Non-Disc.$15M
Employees10
Clients--