Abram Asset Management

RIASEC Registered
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$427K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
151265
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Abram Asset Management is a small, privately held corporate advisory practice owned by an individual and focused on serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. It is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The adviser is not reported as a multi-state or newly formed adviser and has no noted related-adviser relationships.

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 52%, Cash & Cash Equivalents 37%, Non-Exchange Traded Equities 11%52%
  • Exchange Traded Equities52%
  • Cash & Cash Equivalents37%
  • Non-Exchange Traded Equities11%

Contacts

1 of 1
  • Tarek Abouljoud

    Tarek Abouljoud

    Portfolio ManagerCRD 2457530

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth