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David Ritchie Mckee

ACCORDANT ADVISORY GROUP, INC.·ANNAPOLIS, Maryland
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309 THIRD STREET, ANNAPOLIS, MD 21403-2509CRD# 2512331Firm CRD# 117474
01

About

David Ritchie Mckee is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with ACCORDANT ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACCORDANT ADVISORY GROUP, INC.
ACCORDANT ADVISORY GROUP, INC.
AUM
$235M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ACCORDANT ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2512331
Firm CRD# 117474
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Ritchie Mckee offer?
David Ritchie Mckee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are David Ritchie Mckee's credentials?
David Ritchie Mckee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ritchie Mckee located?
David Ritchie Mckee is based in ANNAPOLIS, Maryland, working with ACCORDANT ADVISORY GROUP, INC.. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does David Ritchie Mckee charge for services?
David Ritchie Mckee's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCORDANT ADVISORY GROUP, INC.?
ACCORDANT ADVISORY GROUP, INC. has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
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