ACCORD EQUITY ADVISORS LLC

CRD 166977 · SEC 801-127245

240 STOCKTON STREET, 7TH FLOOR, SAN FRANCISCO, CA, 94108-5324, United States

Phone

(628) 218-7984

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$189.4M

Discretionary AUM

$97.1M

Team

7 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	5	$189.4M

CA, IL

Official SEC filing: View on IAPD