ACCORDANT ADVISORY GROUP, INC.

RIASEC RegisteredEst. 2017

Total AUM

$278M

Discretionary

$219M

79% of AUM

Avg account

$590K

Accounts

471

Employees

Advisory reps

Firm details

Headquarters: ANNAPOLIS, Maryland
CRD number: 117474
Registered since: September 28, 2017
Website: planaccordingly.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI79.07%
Individuals13.93%
Corporations / Businesses3.74%
Pension & Profit Sharing Plans1.91%
Charitable Organizations1.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Accordant Advisory Group, Inc. is an independent registered investment adviser, organized as a corporation and SEC-registered since 2017. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting. Its owner-type is individual and its fee model combines a percentage-of-AUM charge with hourly fees. The adviser does not self-identify as an active ESG investor, is not a capital allocator, and is not listed as a multi-state or newly formed adviser in the provided data. The practice focuses on traditional advisory services rather than operating as a multi-product or alternative-asset platform.