ABBONDANDOLO WEALTH MANAGEMENT CORP

Overview

Abbondandolo Wealth Management Corp is a corporation registered with the SEC in 2014 that serves individual and family clients on a fee basis tied to assets under management. The firm describes its role as a capital allocator and provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers — indicating it both manages client portfolios and recommends outside managers. Abbondandolo reports it is not an active ESG investor and operates under an individual owner structure. The firm charges a percentage-of-AUM fee model and reports that its advisory activity is primarily delivered on a non-discretionary basis. The combination of portfolio management and third-party selection services implies a mix of in-house oversight and delegated manager relationships.

Assets & Accounts

Investments & Alternatives