ACCORD ASSET PARTNERS, LLC

SAN DIEGO, California·4 registered advisors·CRD# 323962
SEC# 801-1286980571-295-2323
01

Firm Overview

AUM
$168M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Subscription fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at ACCORD ASSET PARTNERS, LLC

4 registered advisors
Christopher James Lackner
SAN DIEGO, California
Joshua Evans Merrill
SAN DIEGO, California
Kevin Michael Webb
SAN DIEGO, California
Stacie Sungeun Kim
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
4 advisors

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Data sourced from SEC Form ADV filings. ACCORD ASSET PARTNERS, LLC (CRD# 323962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.