ACCORD ASSET PARTNERS, LLC
CRD #323962 SEC #801-128698 SAN DIEGO, CA 571-295-2323
SEC Registered
Total AUM
$168M
Discretionary
$0
Employees
15
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $168M | $0 | $168M | 15 | 0 |
| Aug 2023 | $151M | $0 | $151M | 15 | 0 |
DateMar 2024
Total AUM$168M
Discretionary$0
Non-Disc.$168M
Employees15
Clients0
DateAug 2023
Total AUM$151M
Discretionary$0
Non-Disc.$151M
Employees15
Clients0