8700 Orion Place
Suite 100
Columbus, Ohio 43240-2078
Tel: 614-816-2694
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 2 offices throughout the country.
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES is a Columbus, Ohio based Financial Planning firm with nearly $1,569,224,381 assets under management, offering retirement planning & investment advisory services to 42 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145635 |
SEC# | 801-68695 |
Assets Managed by Firm | $1,569,224,381 |
No. of Clients | 42 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 42 | $1,569,224,381 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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