Accord Investment Advisors

Accord Investment Advisors (CRD# 158856) is a financial advisory firm headquartered in , . They manage $10,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Educational seminars/workshops
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.

MA

Financial Advisors at Accord Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
William Liew
CRD#: 5978903
Weston, MA
93
Wealthminder
score

William Liew (CRD# 5978903) is an Investment Advisor Representative working at Accord Investment Advisors in Weston, MA and has over 5 years of experience in the finance industry.

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