Overview
Assets Under Management: $208 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
ACCORDANT ADVISORY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117474), ACCORDANT ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
ACCORDANT ADVISORY GROUP, INC. is headquartered in ANNAPOLIS, MD.
ACCORDANT ADVISORY GROUP, INC. serves 66 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, ACCORDANT ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ACCORDANT ADVISORY GROUP, INC. manages $208 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, ACCORDANT ADVISORY GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 398
Discretionary Accounts: 358
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 117474
Last Filing Date: 2025-02-05 00:00:00
Website: https://raymondjames.com