Abraham, Robert Ralph Jr
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
FINTRXOverview
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
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 Equities50%
- US Government Bonds25%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents8%
- State & Local Bonds5%
Contacts
1 of 1Robert Abraham
Registered Investment AdvisorCRD 4689919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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