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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PLETCHER, MITCHELL, ANTHONY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 28, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
9259 RESEARCH DRIVEIRVINE, CA 92618
United States
Phone: 949-852-4100