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Building 2ACCORD EQUITY ADVISORS LLC

Map pinSAN FRANCISCO, CA
Phone(628) 218-7984
NotebookSEC #801-127245
Total AUM
$189.4M
Employees
7
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 STOCKTON STREET
7TH FLOOR
SAN FRANCISCO
CA 94108-5324
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(628) 218-7984
Other Offices
1

ReceiptFinancials

Total AUM
$189.4M
Accounts
5
Discretionary
$97.1M
Accounts
1
Non-Discretionary
$92.3M
Accounts
4

ContactClients

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Pooled Vehicle Clients
5
AUM
$189.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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