Accordant Advisory Group, Inc.
Accordant Advisory Group, Inc. (CRD# 117474) is a financial advisory firm headquartered in Annapolis, MD. They manage $235,367,963 in 570 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Accordant Advisory Group, Inc.
By the Numbers
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Total Assets Under Management235MILLION
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Total Number of Accounts570ACCOUNTS
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Average Account Value$412,926
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, MD, NC, PA, TX, VA
Financial Advisors at Accordant Advisory Group, Inc.
1
Thomas Burdette (CRD# 4487273) is an Investment Advisor Representative working at Accordant Advisory Group, Inc. in Fairfax, VA and has over 24 years of experience in the finance industry.
2
David McKee (CRD# 2512331) is an Investment Advisor Representative working at Accordant Advisory Group, Inc. in Fairfax, VA and has over 29 years of experience in the finance industry.
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