Accordant Advisory Group, Inc
Overview
Accordant Advisory Group, Inc is a financial advisory firm based in Annapolis, Maryland, offering comprehensive wealth management services. The firm provides a range of services, including retirement planning, investment management, wealth and legacy planning, and financial planning for business owners. With over 30 years of experience, the firm is committed to delivering personalized financial guidance to its clients.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Accordant Advisory Group, Inc
What sectors does Accordant Advisory Group, Inc invest in?
Accordant Advisory Group, Inc invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maryland, United States. Accordant Advisory Group, Inc is listed as a other in the ConnectSafely investor database.
What stage does Accordant Advisory Group, Inc invest at?
Accordant Advisory Group, Inc backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 100K - 50M.
Which regions does Accordant Advisory Group, Inc invest in?
Accordant Advisory Group, Inc invests across United States.
What companies has Accordant Advisory Group, Inc invested in?
Accordant Advisory Group, Inc's portfolio includes Johnson & Johnson, Microsoft Corp, Alphabet Inc, Apple Inc, Tesla Inc, Berkshire Hathaway Inc, Visa Inc and Procter & Gamble Co.
Last updated · Source: ConnectSafely investor database
