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ACCOLADE INVESTMENT ADVISORY, LLC
ACCOLADE INVESTMENT ADVISORY, LLC
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
COLUMBUS, Ohio
·
5 registered advisors
·
CRD# 145635
SEC# 801-68695
2
614-816-2694
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Wealth Management
04
Advisors at ACCOLADE INVESTMENT ADVISORY, LLC
5 registered advisors
James Donald Pisula
COLUMBUS, Ohio
CRD# 7099247
Joseph Ghammashi
COLUMBUS, Ohio
CRD# 1628396
Mary Kathleen Fisher
TALLAHASEE, Florida
CRD# 5612348
Michael Lee Gampp
COLUMBUS, Ohio
CRD# 3108761
Peter Joseph Gibson
COLUMBUS, Ohio
CRD# 5467097
05
Office Locations
COLUMBUS, Ohio
4 advisors
TALLAHASEE, Florida
1 advisor
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Data sourced from SEC Form ADV filings. ACCOLADE INVESTMENT ADVISORY, LLC (CRD# 145635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.