2100 Pennsylvania Ave Nw
Suite 300n
Washington, District of Columbia 20037
Tel: 202-775-5595
ACCOLADE PARTNERS, formally registered with the SEC as ACCOLADE PARTNERS. The firm was established in 03/05/2012. They have over 1 offices throughout the country.
ACCOLADE PARTNERS is a Washington, District of Columbia based Financial Planning firm with nearly $6,326,781,144 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160802 |
SEC# | 801-74190 |
Assets Managed by Firm | $6,326,781,144 |
No. of Clients | 54 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 54 | $6,326,781,144 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$273,608,034,966 | 639 | 1010 | |
$49,409,331,766 | 43 | 87 | |
$38,423,403,142 | 1279 | 210 | |
$20,803,317,372 | 74 | 132 | |
$17,740,436,382 | 61 | 71 |
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