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- Custodian
- Altruist · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-14-2014
- Office Locations
- 1
Office Locations
About Accel Advisors, Inc.
Accel Advisors (oc-cfo.com), led by Philip Lang, provides fractional CFO and strategic business advisory services for entrepreneurs and growing companies—solving accounting and financial issues and building realistic plans to leverage assets for growth. The firm also supports investment planning using an asset-allocation approach focused primarily on ETFs and public funds, with custody through platforms such as Altruist and Pershing.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILIP YIN-CHAK LANG
Chief Compliance Officer, Owner, President
- CRD
- #4639002
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,755,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,755,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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