ACCORD ASSET PARTNERS, LLC

12680 High Bluff Drive, Suite 150
San Diego, California 92130
Tel: 571-295-2323

About ACCORD ASSET PARTNERS, LLC

ACCORD ASSET PARTNERS, LLC, formally registered with the SEC as ACCORD ASSET PARTNERS, LLC. The firm was established in 09/06/2023. They have over 1 offices throughout the country.

ACCORD ASSET PARTNERS, LLC is a San Diego, California based Financial Planning firm with nearly $168,000,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323962
SEC#	801-128698
Assets Managed by Firm	$168,000,000
No. of Clients	2
No. of Advisors	15

Fee Structure

Fixed fees

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$168,000,000
Corporations or other businesses	1	$168,000,000

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