309 Third Street
Annapolis, Maryland 21403-2509
Tel: 410-348-1499
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117474 |
SEC# | 801-111762 |
Assets Managed by Firm | $204,194,058 |
No. of Clients | 544 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 544 | $204,194,058 |
Individuals (other than high net worth individuals) | 317 | $58,158,442 |
High net worth individuals | 208 | $125,001,392 |
Pension and profit sharing plans | 10 | $10,501,138 |
Charitable organizations | 7 | $3,476,619 |
Corporations or other businesses | 2 | $7,056,467 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
Explore More Retirement Advisors in Annapolis, Maryland