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ACCORDANT ADVISORY GROUP, INC.
CRD 117474 · SEC 801-111762
309 THIRD STREET, ANNAPOLIS, MD, 21403-2509, United States
Phone
410-348-1499
Fax
703-783-8733
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.0M
Discretionary AUM
$218.9M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $38.7M |
| High net worth individuals | 74 | $219.8M |
| Pension/profit sharing plans | 1 | $5.3M |
| Charitable organizations | 3 | $3.8M |
| Corporations/business entities | 3 | $10.4M |
States served
CA, CO, GA, MD, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD