ABUNDANCE FINANCIAL COACHING, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
DAVENPORT, Iowa
CRD number
175055
Fee structure
Percentage of AUM
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Abundance Financial Coaching, LLC is a privately owned limited liability company that acts as a capital allocator and adviser. The firm charges fees as a percentage of assets under management and focuses its advisory work on selecting third-party managers and delivering educational seminars and workshops. The data indicates the firm does not position itself as an active ESG investor. Corporate ties include relationships with a law firm and an insurance company, and the adviser is classified as an individual-owned entity. SEC registration details and the firm’s formal classification beyond the LLC designation are not specified in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 3
  • DENNIS DUFFY

    Financial CoachCRD 5066464

  • Victor Veprauskas

    ShareholderCRD 7286953

  • RYAN DENMAN

    Financial CoachCRD 6180720

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DAVENPORT, IA

SCOTT

Location

DAVENPORT, IA

Headquartered in DAVENPORT, IA, anchoring the Davenport-Moline, IA-IL metro in the Midwest.

Metro area
Davenport-Moline, IA-IL
Region
Midwest
County
SCOTT
Address
1840 E 54th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth