Abraham, Robert Ralph Jr

RIASEC Registered
Total AUM
$7.4M
Discretionary
$6.2M
84% of AUM
Avg account
$388K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
127627
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.95%
  • Individuals21.05%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Robert Ralph Abraham Jr. operates as a sole-proprietorship independent registered investment adviser serving individual and family clients. The practice provides financial planning and portfolio management for individuals and small businesses. Compensation mixes advisory fees based on assets under management with hourly and fixed-fee arrangements. The adviser does not characterize itself as an ESG investor, is not a multi-state adviser, and is not a pension consultant or related-adviser entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 25%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, State & Local Bonds 5%, Non-Investment Grade Corp Bonds 2%50%
  • Exchange Traded Equities50%
  • US Government Bonds25%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%
  • State & Local Bonds5%

Contacts

1 of 1
  • Robert Abraham

    Registered Investment AdvisorCRD 4689919

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth