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ACCORDANT ADVISORY GROUP, INC.

309 Third Street
Annapolis, Maryland 21403-2509
Tel: 410-348-1499

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About ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP, INC, formally registered with the SEC as ACCORDANT ADVISORY GROUP, INC. The firm was established in 09/28/2017. They have over 3 offices throughout the country.

ACCORDANT ADVISORY GROUP, INC. is a Annapolis, Maryland based Financial Planning firm with nearly $204,194,058 assets under management, offering retirement planning & investment advisory services to 544 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117474
SEC#801-111762
Assets Managed by Firm$204,194,058
No. of Clients544
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total544$204,194,058
Individuals (other than high net worth individuals)317$58,158,442
High net worth individuals208$125,001,392
Pension and profit sharing plans10$10,501,138
Charitable organizations7$3,476,619
Corporations or other businesses2$7,056,467

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