ACCORD EQUITY ADVISORS LLC

240 Stockton Street
7th Floor
San Francisco, California 94108-5324
Tel: (628) 218-7984

About ACCORD EQUITY ADVISORS LLC

ACCORD EQUITY ADVISORS LLC, formally registered with the SEC as ACCORD EQUITY ADVISORS LLC. The firm was established in 01/20/2023. They have over 1 offices throughout the country.

ACCORD EQUITY ADVISORS LLC is a San Francisco, California based Financial Planning firm with nearly $171,298,992 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166977
SEC#	801-127245
Assets Managed by Firm	$171,298,992
No. of Clients	6
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$171,298,992

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