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ACCORD CAPITAL MANAGEMENT, LTD.
CRD 285933
802 W BANNOCK ST SUITE 602, BOISE, ID, 83702, United States
Phone
208 720 4320
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$32.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $18.0M |
| High net worth individuals | 10 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD