ACCORDANT ADVISORY GROUP, INC. - Financial Advisor in Maryland, Annapolis

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

About ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP, INC. is a Annapolis, Maryland based financial advisory firm with nearly $208,429,251 in assets under management and provides investment advisory services for 398 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

117474

Firm SEC#:

801-111762

Assets Under Management:

$208,429,251

No. of Clients:

398

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$330,681,038

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687

$273,167,944

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105

$261,058,430

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Not Disclosed

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