CONCORD INVESTMENT COUNSEL
  • CONCORD INVESTMENT COUNSEL
  • PLETCHER MITCHELL ANTHONY
  • MITCHELL ANTHONY CAPITAL MANAGEMENT

Adviser Profile

As of Date 06/28/2025
Registration SEC, Approved, 09/04/1991
ADV Location IRVINE, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 327,455,935 2%
of that, discretionary 322,537,327 22%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 714,969 38%
% High Net Worth 100.00% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

323M 276M 230M 184M 138M 92M 46M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SAVOIE CAPITAL LLC Hedge Fund118.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV118.6m AUM1.3b #Funds1
Adviser RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM227.1m #Funds-
Adviser WEDMONT PRIVATE CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.4b #Funds-
Adviser WALTER C. FLOWER & CO., INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM591.3m #Funds-
Adviser BRIDGEWAY WEALTH PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM146.7m #Funds-
Adviser WALDEN WEALTH PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM333.0m #Funds-
Adviser ARBOR WEALTH ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM657.7m #Funds-
Adviser PHILIP VONGONTARD, CFA, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM288.5m #Funds-
Adviser ABERDEEN WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM699.1m #Funds-
Adviser OAK ROOT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM920.0m #Funds-