ACCORDANT ADVISORY GROUP, INC.
CRD #117474 SEC #801-111762 ANNAPOLIS, MD 410-348-1499
SEC Registered
Total AUM
$208.4M
Discretionary
$159.5M
Employees
4
Clients
10
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $208.4M | $159.5M | $48.9M | 4 | 0 |
| Jun 2024 | $235.4M | $194.7M | $40.7M | 3 | 0 |
| Mar 2024 | $235.4M | $194.7M | $40.7M | 3 | 0 |
| Apr 2023 | $204.2M | $178.2M | $26M | 5 | 0 |
| Mar 2023 | $204.2M | $178.2M | $26M | 5 | 0 |
| Feb 2022 | $210.2M | $176.9M | $33.3M | 5 | 0 |
| Jul 2021 | $166.7M | $138.7M | $27.9M | 5 | 0 |
| Mar 2021 | $166.7M | $138.7M | $27.9M | 5 | 0 |
| Jun 2020 | $126.9M | $109.5M | $17.4M | 6 | 0 |
| Jun 2020 | $126.9M | $109.5M | $17.4M | 6 | 0 |
| Feb 2020 | $126.9M | $109.5M | $17.4M | 6 | 0 |
| Oct 2019 | $102M | $94.1M | $7.8M | 3 | 0 |
| Jul 2019 | $102M | $94.1M | $7.8M | 3 | 0 |
| Mar 2019 | $102M | $94.1M | $7.8M | 3 | 0 |
| Feb 2018 | $105.8M | $102.9M | $2.9M | 4 | 0 |
| Aug 2017 | $101M | $98.7M | $2.3M | 4 | 200 |
| Jun 2016 | $88.4M | $86.2M | $2.2M | 3 | 300 |
| May 2016 | $88.4M | $86.2M | $2.2M | 3 | 300 |
| Feb 2016 | $88.4M | $86.2M | $2.2M | 3 | 300 |
| Apr 2015 | $101.4M | $98.2M | $3.2M | 2 | 300 |
| Apr 2012 | $51.2M | $48.3M | $2.9M | 1 | 200 |
| Mar 2012 | $51.2M | $48.3M | $2.9M | 1 | 200 |
| Mar 2012 | $51.2M | $48.3M | $2.9M | 1 | 200 |
| Mar 2012 | $51.2M | $48.3M | $2.9M | 1 | 200 |
| May 2011 | $43.7M | $40.7M | $3.1M | 5 | -- |
| Mar 2011 | $43.7M | $40.7M | $3.1M | 5 | -- |
| Oct 2010 | $36.8M | $32.8M | $4M | 5 | -- |
| Mar 2009 | $45.1M | $34.8M | $10.3M | 5 | -- |
| Mar 2008 | $55.8M | $28.2M | $27.5M | 5 | -- |
DateFeb 2025
Total AUM$208.4M
Discretionary$159.5M
Non-Disc.$48.9M
Employees4
Clients0
DateJun 2024
Total AUM$235.4M
Discretionary$194.7M
Non-Disc.$40.7M
Employees3
Clients0
DateMar 2024
Total AUM$235.4M
Discretionary$194.7M
Non-Disc.$40.7M
Employees3
Clients0
DateApr 2023
Total AUM$204.2M
Discretionary$178.2M
Non-Disc.$26M
Employees5
Clients0
DateMar 2023
Total AUM$204.2M
Discretionary$178.2M
Non-Disc.$26M
Employees5
Clients0
DateFeb 2022
Total AUM$210.2M
Discretionary$176.9M
Non-Disc.$33.3M
Employees5
Clients0
DateJul 2021
Total AUM$166.7M
Discretionary$138.7M
Non-Disc.$27.9M
Employees5
Clients0
DateMar 2021
Total AUM$166.7M
Discretionary$138.7M
Non-Disc.$27.9M
Employees5
Clients0
DateJun 2020
Total AUM$126.9M
Discretionary$109.5M
Non-Disc.$17.4M
Employees6
Clients0
DateJun 2020
Total AUM$126.9M
Discretionary$109.5M
Non-Disc.$17.4M
Employees6
Clients0
DateFeb 2020
Total AUM$126.9M
Discretionary$109.5M
Non-Disc.$17.4M
Employees6
Clients0
DateOct 2019
Total AUM$102M
Discretionary$94.1M
Non-Disc.$7.8M
Employees3
Clients0
DateJul 2019
Total AUM$102M
Discretionary$94.1M
Non-Disc.$7.8M
Employees3
Clients0
DateMar 2019
Total AUM$102M
Discretionary$94.1M
Non-Disc.$7.8M
Employees3
Clients0
DateFeb 2018
Total AUM$105.8M
Discretionary$102.9M
Non-Disc.$2.9M
Employees4
Clients0
DateAug 2017
Total AUM$101M
Discretionary$98.7M
Non-Disc.$2.3M
Employees4
Clients200
DateJun 2016
Total AUM$88.4M
Discretionary$86.2M
Non-Disc.$2.2M
Employees3
Clients300
DateMay 2016
Total AUM$88.4M
Discretionary$86.2M
Non-Disc.$2.2M
Employees3
Clients300
DateFeb 2016
Total AUM$88.4M
Discretionary$86.2M
Non-Disc.$2.2M
Employees3
Clients300
DateApr 2015
Total AUM$101.4M
Discretionary$98.2M
Non-Disc.$3.2M
Employees2
Clients300
DateApr 2012
Total AUM$51.2M
Discretionary$48.3M
Non-Disc.$2.9M
Employees1
Clients200
DateMar 2012
Total AUM$51.2M
Discretionary$48.3M
Non-Disc.$2.9M
Employees1
Clients200
DateMar 2012
Total AUM$51.2M
Discretionary$48.3M
Non-Disc.$2.9M
Employees1
Clients200
DateMar 2012
Total AUM$51.2M
Discretionary$48.3M
Non-Disc.$2.9M
Employees1
Clients200
DateMay 2011
Total AUM$43.7M
Discretionary$40.7M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2011
Total AUM$43.7M
Discretionary$40.7M
Non-Disc.$3.1M
Employees5
Clients--
DateOct 2010
Total AUM$36.8M
Discretionary$32.8M
Non-Disc.$4M
Employees5
Clients--
DateMar 2009
Total AUM$45.1M
Discretionary$34.8M
Non-Disc.$10.3M
Employees5
Clients--
DateMar 2008
Total AUM$55.8M
Discretionary$28.2M
Non-Disc.$27.5M
Employees5
Clients--