Unclaimed Profile

Jeff Holland

ACCORDANT INVESTMENTS LLC·SCOTTSDALE, Arizona

Clean recordACCORDANT INVESTMENTS LLC

6710 E. CAMELBACK RD, SUITE 100, SCOTTSDALE, AZ 85251-2031CRD# 5075429Firm CRD# 325678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Holland · SCOTTSDALE, AZ

Registration

CRD #5075429 · ACCORDANT INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeff Holland is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with ACCORDANT INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ACCORDANT INVESTMENTS LLC

AUM

$36M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACCORDANT INVESTMENTS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5075429

Firm CRD# 325678

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Frequently Asked Questions

What services does Jeff Holland offer?

Jeff Holland specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jeff Holland's credentials?

Jeff Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Holland located?

Jeff Holland is based in SCOTTSDALE, Arizona, working with ACCORDANT INVESTMENTS LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jeff Holland charge for services?

Jeff Holland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCORDANT INVESTMENTS LLC?

ACCORDANT INVESTMENTS LLC has approximately 12 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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