Concord Investment Counsel
Firm details
- Headquarters
- Irvine, California
- CRD number
- 107901
- Registered since
- September 4, 1991
- Website
- mitchellanthonycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Concord Investment Counsel is an independent, SEC-registered RIA formed in 1991 and owned by an individual. The firm provides portfolio management primarily for individuals and small businesses, serving a client base of individual and family investors. Its fees include a percentage-of-AUM component and the ability to charge performance-based fees. Concord does not position itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
- Derivatives1%
Contacts
1 of 1Mitchell Pletcher
President, CCOCRD 1071793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$224M in ETFs
98%
$218M
3%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI) | State Street | Passive | Industrials | $25.5M | 137,693 | 11.40% |
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 9259 Research Dr
- Time zone
- PT (UTC-8)
- Office locations
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