ACCORDANT ADVISORY GROUP, INC.

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

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 1 offices throughout the country.

ACCORDANT ADVISORY GROUP, INC. is a Annapolis, Maryland based Financial Planning firm with nearly $208,429,251 assets under management, offering retirement planning & investment advisory services to 398 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117474
SEC#	801-111762
Assets Managed by Firm	$208,429,251
No. of Clients	398
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	398	$208,429,251
Individuals (other than high net worth individuals)	114	$34,427,044
High net worth individuals	66	$140,980,474
Pension and profit sharing plans	5	$17,698,914
Charitable organizations	3	$3,085,237
Corporations or other businesses	7	$12,237,582

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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