ACCORDANT ADVISORY GROUP, INC.
Adviser information for ACCORDANT ADVISORY GROUP, INC. last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 519 | $194.7M |
| Non-Discretionary | 51 | $40.7M |
| Total | 570 | $235.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 151 | $48.7M |
| HNW Individuals | 96 | $159.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 10 | $15.5M |
| Charitable organizations | 5 | $3.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $7.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 235.4M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| AMBASSADOR INVESTMENT ACCOUNT | RAYMOND JAMES & ASSOCIATES, INC. |
Identifiers
| SEC RIA File Number | 801-111762 |
|---|---|
| SEC ERA File Number | 801-111762 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117474 |
| Legal Entity Identifier | None |
Principal Office
309 THIRD STREETANNAPOLIS
MD
United States
Monday - Friday, 9AM-5PM
Tel: 410-348-1499, Fax: 703-783-8733
Websites
Chief Compliance Officer
DAVID MCKEE
PRESIDENT
309 THIRD STREET
ANNAPOLIS
MD
United States
Tel:
410-348-1499
Fax:
703-783-8733
D**********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCKEE, DAVID, RITCHIE | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 10/2000 | 50-75% |
| Burdette, Thomas, Edward | Individual | – | SHAREHOLDER | 10/2000 | 25-50% |