National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > ohio > columbus > ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

8700 Orion Place
Suite 100
Columbus, Ohio 43240-2078
Tel: 614-816-2694

Need a Financial Advisor?
Compare Vetted Advisors

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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#145635
SEC#801-68695
Assets Managed by Firm$1,569,224,381
No. of Clients42
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total42$1,569,224,381

More Retirement Planning firms in Columbus, Ohio:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd
Columbus, OH, 43215
$71,982,699,043134133
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200
Cincinnati, OH, 45202
$71,037,804,0501405151
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive
Dublin, OH, 43017
$25,371,529,34951648
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
$24,763,108,8314149129
TOWNSEND HOLDINGS LLC
950 Main Avenue, Suite 1600
Cleveland, OH, 44113
$23,908,418,53968122

Explore More Retirement Advisors in Columbus, Ohio