Accordant Advisory Group, Inc.
Firm details
- Headquarters
- Annapolis, Maryland
- CRD number
- 117474
- Registered since
- September 28, 2017
- Website
- planaccordingly.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- 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
FINTRXOverview
Accordant Advisory Group, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2017. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Fee arrangements combine a percentage-of-AUM model with hourly billing. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities31%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities7%
- Other6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$54.1M in ETFs
96%
$51.9M
3%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER US CASH COWS 100 ETF (COWZ) | Passive | Mid Cap Value | $11.3M | 168,631 | 20.81% |
Location
Annapolis, MD
Anne Arundel
Location
Annapolis, MD
Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 309 Third St
- Time zone
- ET (UTC-5)
- Office locations
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