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ACCORDANT INVESTMENTS LLC
SCOTTSDALE, AZ
602-609-2193
SEC #801-128031Total AUM
$186.4M
Employees
17Clients
13Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6710 E. CAMELBACK RD, SUITE 100
SCOTTSDALE
AZ 85251-2031
United States
SCOTTSDALE
AZ 85251-2031
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
602-609-2193
Financials
Total AUM
$186.4M
Accounts
2Discretionary
$186.4M
Accounts
2Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$160.9M
Pooled Vehicle Clients
1AUM
$25.6M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
N/A
Services
Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZNJNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.