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ACCORDANT INVESTMENTS LLC
CRD 325678 · SEC 801-128031
6710 E. CAMELBACK RD, SUITE 100, SCOTTSDALE, AZ, 85251-2031, United States
Phone
602-609-2193
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.4M
Discretionary AUM
$186.4M
Team
17 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $160.9M |
| Pooled investment vehicles | 1 | $25.6M |
States served
AZ, NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD