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ACCORDANT ADVISORY GROUP, INC.
ACCORDANT ADVISORY GROUP, INC.
ANNAPOLIS, Maryland
·
4 registered advisors
·
CRD# 117474
SEC# 801-111762
1
410-348-1499
01
Firm Overview
AUM
$235M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ACCORDANT ADVISORY GROUP, INC.
4 registered advisors
David Ritchie Mckee
ANNAPOLIS, Maryland
CRD# 2512331
Erin Michele Smith
ANNAPOLIS, Maryland
CRD# 4275977
Joseph Michael English
FAIRFAX, Virginia
CRD# 4487270
Thomas Edward Burdette
ANNAPOLIS, Maryland
CRD# 4487273
05
Office Locations
ANNAPOLIS, Maryland
3 advisors
FAIRFAX, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. ACCORDANT ADVISORY GROUP, INC. (CRD# 117474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.