Accordant Advisory Group, Inc.

Accordant Advisory Group, Inc.

Annapolis, Maryland

Accordant Advisory Group, Inc., headquartered in Annapolis, MD, is a small investment advisory firm with a strong reputation in the industry. With a team of five dedicated professionals, they specialize in providing comprehensive investment advisory services to individual and institutional clients. Out of their total employees, four of them serve as investment advisors, delivering expert guidance and managing client portfolios. Accordant Advisory Group, Inc. boasts an impressive track record, overseeing an average of $118,670,000 in assets under management per investment advisor, which aligns with the industry average. Their comp...see more

Assets Under Mgmt

$204.19M

Investment Professionals

4

Locations

2

% 401K & Individual

28%

% Discretionary

87%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Reviews for Accordant Advisory Group, Inc.

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