Abbington Investment Group, LLC
Firm details
- Headquarters
- South Portland, Maine
- CRD number
- 174407
- Registered since
- February 21, 2024
- Website
- abbingtongroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Abbington Investment Group, LLC is an SEC-registered limited liability company (registration in 2024) that advises individual and family clients on a fee basis charged as a percentage of assets under management. The firm’s disclosed advisory activities emphasize portfolio management for individuals and small businesses and also list pension consulting services. Abbington reports an owner-type of "Individual" and does not identify itself as a capital allocator or as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Peter Van Dessel
Chief Investment OfficerCRD 6274241
Contacts
1 of 1
Joseph Connolly
Managing DirectorCRD 7128467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$113M in ETFs
59%
$66.5M
34%
$46.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) | Active | Systematic Trend | $15.5M | 512,665 | 13.71% |
Location
South Portland, ME
Cumberland
Location
South Portland, ME
Headquartered in South Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 87 A Ocean St
- Time zone
- ET (UTC-5)
- Office locations
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