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Building 2ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Map pinCOLUMBUS, OH
Phone614-816-2694
NotebookSEC #801-68695
Total AUM
$1.6B
Employees
6
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8700 ORION PLACE
SUITE 100
COLUMBUS
OH 43240-2078
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
614-816-2694
Other Offices
6

ReceiptFinancials

Total AUM
$1.6B
Accounts
39
Discretionary
$0
Accounts
0
Non-Discretionary
$1.6B
Accounts
39

ContactClients

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Banking Clients
39
AUM
$1.6B

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMSNYOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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