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Building 2ACCORD ASSET PARTNERS, LLC

Map pinSAN DIEGO, CA
Phone571-295-2323
NotebookSEC #801-128698
Total AUM
$168M
Employees
15
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12680 HIGH BLUFF DRIVE, SUITE 150
SAN DIEGO
CA 92130
United States
Operating Hours
8:30 AM - 5:00 PM PT
Monday - Friday
Phone
571-295-2323

ReceiptFinancials

Total AUM
$168M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$168M
Accounts
2

ContactClients

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Corporation or Business Clients
1
AUM
$168M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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