Abbit Management Corp
Firm details
- Headquarters
- Grand Haven, Michigan
- CRD number
- 110507
- Registered since
- April 17, 1981
- Website
- abbitmanagement.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses78.02%
- Individuals13.79%
- HNWI8.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Abbit Management Corp. is a small, privately owned corporate RIA that has been SEC-registered since 1981. The firm identifies itself as a capital allocator and serves both individual/family and institutional clients. Its primary advisory services include discretionary portfolio management for individuals, small businesses, and institutions, plus pension consulting and the selection of other advisers. Compensation is charged as a percentage of assets under management. The firm is not positioned as an active ESG investor and is registered as a single-state adviser.
Assets & Accounts
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 Funds71%
- Exchange Traded Equities22%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Owners & executives
1 of 1
James Slater
Chief Investment OfficerCRD 2112002
Contacts
3 of 3
Joseph Risselade
PresidentCRD 1517194
Julie Anderson
TreasurerCRD 7287741
Samuel Westers
Relationship ManagerCRD 6883013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grand Haven, MI
Ottawa
Location
Grand Haven, MI
Headquartered in Grand Haven, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 16986 Robbins Rd
- Time zone
- ET (UTC-5)
- Office locations
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