ACCORDANT INVESTMENTS LLC

6710 E. Camelback Rd, Suite 100
Scottsdale, Arizona 85251-2031
Tel: 602-609-2193

About ACCORDANT INVESTMENTS LLC

ACCORDANT INVESTMENTS LLC, formally registered with the SEC as ACCORDANT INVESTMENTS LLC. The firm was established in 06/20/2023. They have over 1 offices throughout the country.

ACCORDANT INVESTMENTS LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $35,630,406 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325678
SEC#	801-128031
Assets Managed by Firm	$35,630,406
No. of Clients	2
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$35,630,406

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