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 $5,840,935,030 assets under management, offering retirement planning & investment advisory services to 53 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 160802 |
SEC# | 801-74190 |
Assets Managed by Firm | $5,840,935,030 |
No. of Clients | 53 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 53 | $5,840,935,030 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$243,968,240,347 | 632 | 1018 | |
$45,598,276,159 | 43 | 70 | |
$33,598,717,296 | 1005 | 256 | |
$20,874,498,724 | 73 | 134 | |
$15,742,493,075 | 60 | 70 |
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