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ACCOLADE PARTNERS

2100 Pennsylvania Ave Nw
Suite 300n
Washington, District of Columbia 20037
Tel: 202-775-5595

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About ACCOLADE PARTNERS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#160802
SEC#801-74190
Assets Managed by Firm$6,326,781,144
No. of Clients54
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total54$6,326,781,144

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