Abbington Wells LLC
RIAState Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$224K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 157464
- Website
- abbingtonwells.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals67%
- Corporations / Businesses32.97%
- HNWI0.03%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Abbington Wells LLC is an independent registered investment adviser organized as a limited liability company that provides fee-based portfolio management. The firm bills clients on a percentage-of-assets-under-management basis and lists its advisory focus as portfolio management for individuals and small businesses. Its client base includes both individual and family clients as well as some institutional relationships. Abbington Wells is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
- Derivatives2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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