1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ACCORDANT ADVISORY GROUP, INC.

Map pinANNAPOLIS, MD
Phone410-348-1499
NotebookSEC #801-111762
Total AUM
$278M
Employees
3
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
309 THIRD STREET
ANNAPOLIS
MD 21403-2509
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
410-348-1499

ReceiptFinancials

Total AUM
$278M
Accounts
471
Discretionary
$218.9M
Accounts
412
Non-Discretionary
$59.1M
Accounts
59

ContactClients

View more in analytics →

Individual Clients
108
AUM
$38.7M
HNW Individual Clients
74
AUM
$219.8M
Pension/Profit Sharing Plan Clients
1
AUM
$5.3M
Charitable Organization Clients
3
AUM
$3.8M
Corporation or Business Clients
3
AUM
$10.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMDNCPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account