Accolade Asset/liability Advisory Services

Accolade Asset/liability Advisory Services (CRD# 145635) is a financial advisory firm headquartered in Columbus, OH. They manage $1,491,195,963 in 23 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,491
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $64,834,607
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MS, OH

Financial Advisors at Accolade Asset/liability Advisory Services
Showing 1 - 4 of 4 top financial advisors.
1
Peter J. Gibson
CRD#: 5467097
8700 Orion Place, Suite 100, Columbus, OH 43240
93
Wealthminder
score

Peter Gibson (CRD# 5467097) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 11 years of experience in the finance industry.

2
Michael L. Gampp
CRD#: 3108761
8700 Orion Place, Suite 100, Columbus, OH 43240
90
Wealthminder
score

Michael Gampp (CRD# 3108761) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 4 years of experience in the finance industry.

3
Joseph K. Ghammashi
CRD#: 1628396
8700 Orion Place, Suite 100, Columbus, OH 43240
90
Wealthminder
score

Joseph Ghammashi (CRD# 1628396) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 4 years of experience in the finance industry.

4
Philip A. Lucas
CRD#: 6856866
8700 Orion Place, Suite 100, Columbus, OH 43240
87
Wealthminder
score

Philip Lucas (CRD# 6856866) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has 1 year of experience in the finance industry.

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