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Find, Compare and Monitor Financial Advisors at ACCEL MANAGEMENT CO. INC.

CRD#: 157289

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ACCEL MANAGEMENT CO. INC. is located at 500 University Avenue, Palo Alto, CA 94301-1812. ACCEL MANAGEMENT CO. INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ACCEL MANAGEMENT CO. INC.’s clients are individuals and 0% of their clients are high net worth individuals. ACCEL MANAGEMENT CO. INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ACCEL MANAGEMENT CO. INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ACCEL MANAGEMENT CO. INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ACCEL MANAGEMENT CO. INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ACCEL MANAGEMENT CO. INC. Comes From

Understanding the Statistics for ACCEL MANAGEMENT CO. INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
500 University Avenue, Palo Alto, CA 94301-1812
Phone Number
(650) 614-4800
Conflict of interest - Other Business Activities
Related websites
http://www.accel.com
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PATTERSON, ARTHUR, CHOATEEXEC OFFICER, DIRECTOR08/19834361819
SWARTZ, JAMES, RICHARDEXEC OFFICER, DIRECTOR08/19836045067
SEDLOCK, TRACY, LOVEEXEC OFFICER, DIRECTOR09/20146036895
ACCEL MANAGEMENT CO. L.L.C.SHAREHOLDER11/2000
GANDHI, SAMEER, KANTIEXEC OFFICER, DIRECTOR09/20142546638
BRACCIA, ANDREW, GAMBLEEXEC OFFICER, DIRECTOR09/20146402716
SWEENEY, RYAN, JOSEPHEXEC OFFICER, DIRECTOR09/20143259318
LI, PINGEXEC OFFICER, DIRECTOR09/20142526818
ROCKHOLD, ANNE, LORDCFO09/20146402731
WONG, RICHARD, PEIYANGEXEC OFFICER, DIRECTOR09/20146402930
ZAMBOLDI, RICHARD, HENRYCLO09/20146403781
LOCKE, JOHN, KENNETHEXEC OFFICER, DIRECTOR06/20237816368
NATARAJAN, VASANTEXEC OFFICER, DIRECTOR06/20237816391

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Advisor's working at ACCEL MANAGEMENT CO. INC.

MG
AdvisorCheck Check Mark

Melissa L George

Melissa George Austin, Melissa Lianne Austin, Melissa Depriest, Melissa Lianne George, Melissa L George Bailey
IAR
CRD#: 2900237
Location:
Atlanta, GA
Company:
INVESTHER FIDUCIARY SOLUTIONS, LLC
Disclosures:
Experience:
28 years
View Profile
Frederick K Sharbaugh
AdvisorCheck Check Mark

Frederick K Sharbaugh

Frederick Kyle Sharbaugh
IAR
RR
CRD#: 3021778
Location:
Baton Rouge, LA 70810
Company:
PARK AVENUE SECURITIES LLC
Disclosures:
Experience:
27 years
View Profile
SS
AdvisorCheck Check Mark

Steven Todd Schmidt

Steven T Schmidt, Steven Schmidt
IAR
RR
CRD#: 6023611
CFP®: Certified Financial Planner
Location:
St. Louis Park, MN 55426-0134
Company:
LPL ENTERPRISE, LLC
Disclosures:
Experience:
13 years
View Profile
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