ACCORDANT ADVISORY GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$277,973,372
Discretionary
$218,889,201
Non-discretionary
$59,084,171
Firm details
- CRD number
- 117474
- SEC file number
- 801-111762
- Main office
- ANNAPOLIS, MD, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://PLANACCORDINGLY.COM/
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.