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ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
8700 Orion Place
Suite 100
Columbus, Ohio 43240-2078
Tel: 614-816-2694
About ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES, formally registered with the SEC as ACCOLADE ASSET/LIABILITY ADVISORY SERVICES. The firm was established in 01/23/2008. They have over 3 offices throughout the country.
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES is a Columbus, Ohio based Financial Planning firm with nearly $1,462,297,994 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145635 |
| SEC# | 801-68695 |
| Assets Managed by Firm | $1,462,297,994 |
| No. of Clients | 41 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 41 | $1,462,297,994 |
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