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Accordant Advisory Group, Inc.

● SEC registered since 2017CRD 117474SEC# 801-111762Annapolis, MD
Export (members)
Reg. AUM
$208.4M
Employees
4
Accounts
398
Location
Annapolis, MD

Accordant Advisory Group, Inc. assets under management

Accordant Advisory Group, Inc. operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 2017. It reports $208.4 million in regulatory assets under management and employs 4 people.
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Accordant Advisory Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Ritchie McKee ControlPresident, Chief Compliance OfficerOver 75%2000
Thomas Edward BurdetteInvestment Adviser RepresentativeUnder 5%2000

Frequently asked questions

How much does Accordant Advisory Group, Inc. manage?

Accordant Advisory Group, Inc. reports $208.4 million in regulatory assets under management on its Form ADV.

How many employees does Accordant Advisory Group, Inc. have?

Accordant Advisory Group, Inc. reports 4 employees.

Where is Accordant Advisory Group, Inc. located?

Accordant Advisory Group, Inc. is based in Annapolis, MD and has been SEC-registered since 2017.

Does Accordant Advisory Group, Inc. disclose fund performance?

Accordant Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address309 Third Street, Annapolis, MD 21403-2509
Phone410-348-1499
Fax703-783-8733
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$159.5M
Non-discretionary$48.9M
Total (RAUM)$208.4M