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ACCORDANT INVESTMENTS LLC
ACCORDANT INVESTMENTS LLC
SCOTTSDALE, Arizona
·
4 registered advisors
·
CRD# 325678
SEC# 801-128031
0
602-609-2193
01
Firm Overview
AUM
$36M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at ACCORDANT INVESTMENTS LLC
4 registered advisors
Greg J Stark
SCOTTSDALE, Arizona
CRD# 4422866
Jeff Holland
SCOTTSDALE, Arizona
CRD# 5075429
Michelle L. Bowen
SCOTTSDALE, Arizona
CRD# 7528208
Puja Madan
SCOTTSDALE, Arizona
CRD# 5163627
05
Office Locations
SCOTTSDALE, Arizona
4 advisors
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Data sourced from SEC Form ADV filings. ACCORDANT INVESTMENTS LLC (CRD# 325678) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.