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ACCORD ASSET PARTNERS, LLC

SAN DIEGO, CA · CRD 323962 · IAPD ↗ · accordap.com · 571-295-2323

$168.0MRegulatory AUM
7Advisory reps
15Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2025 — ACCORD ASSET PARTNERS, LLC (SAN DIEGO, CA) left the SEC roster (was $168.0M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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