ABUNDA FINANCIAL, LLC

Overview

Abunda Financial, LLC is an independent RIA that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm operates under an owner-type individual structure and combines percentage-of-AUM and fixed-fee billing. Investment activity centers on liquid, exchange-listed instruments for core portfolios while reserving capacity to deploy private-market and resource-based alternative strategies for suitable clients. Abunda does not position itself as a capital allocator and is not flagged as an active ESG investor. The firm's advisory model is a blend of non-discretionary guidance and discretionary management where authorized: discretionary assets are a modest portion of total AUM, indicating many clients maintain oversight of trading decisions or retain tailored, consultative relationships. Abunda also functions as a reseller of other financial products as part of its service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices