Abound Investments
Firm details
- Headquarters
- ,
- CRD number
- 151433
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans66.67%
- Individuals33.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Abound Investments is an independent registered investment adviser operating as a sole proprietorship owned by an individual. The firm serves both individual and family clients as well as institutional clients, and its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fees are charged using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Abound does not identify as an active ESG investor and is not structured as a multi-state adviser or capital allocator.
Assets & Accounts
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
1 of 1
David Isley
OwnerCRD 4532244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations