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ACCORD EQUITY ADVISORS LLC

SAN FRANCISCO, CA · CRD 166977 · IAPD ↗ · accord-group.net · (628) 218-7984

$194.3MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — ACCORD EQUITY ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.