Accolade Asset/liability Advisory Services

Accolade Asset/liability Advisory Services (CRD# 145635) is a financial advisory firm headquartered in Columbus, OH. They manage $1,367,788,716 in 41 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8700 Orion Place, Suite 100, Columbus, OH 43240
http://www.accoladeadvisory.com
By the Numbers
  • Total Assets Under Management
    1,368
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $33,360,700
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
The map below shows states where this firm has explicit registration only.

FL, LA, MS, OH, TX

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

Peter Gibson (CRD# 5467097) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 17 years of experience in the finance industry.

2
Philip Lucas, financial advisor Columbus OH
Philip A. Lucas
CRD#: 6856866
8700 Orion Place, Suite 100, Columbus, OH 43240

Philip Lucas (CRD# 6856866) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 6 years of experience in the finance industry.

3
James Pisula, financial advisor Columbus OH
James D. Pisula
CRD#: 7099247
8700 Orion Place, Suite 100, Columbus, OH 43240

James Pisula (CRD# 7099247) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 5 years of experience in the finance industry.

4
Ethan Rhinehart, financial advisor Columbus OH
Ethan W. Rhinehart
CRD#: 6535483
8700 Orion Place, Suite 100, Columbus, OH 43240

Ethan Rhinehart (CRD# 6535483) is an Investment Advisor Representative working at Accolade Asset/liability Advisory Services in Columbus, OH and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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