Abundance Wealth Counselors, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$914K

Accounts

1,711

Employees

Advisory reps

Firm details

Headquarters: State College, Pennsylvania
CRD number: 111740
Registered since: June 25, 2001
Website: abundancellc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.67%
Pension & Profit Sharing Plans18.98%
Corporations / Businesses5.79%
Pooled Investment Vehicles4.96%
Individuals4.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Abundance Wealth Counselors, LLC is an independent registered investment adviser that has been SEC-registered since 2001. The firm operates as a limited liability company and serves both individual and family clients as well as institutional clients. Its business mix includes investment advisory and financial planning services, portfolio management for individuals, small businesses and pooled vehicles, and pension consulting. The firm also carries out non-advisory activities as an insurance broker and a law firm, and it functions as a capital allocator and sponsor/GP for pooled investment vehicles. Fee arrangements include percentage-of-AUM pricing alongside fixed fees. The firm identifies itself as an allocator to third-party managers and appears to combine fiduciary advice with the capacity to originate or sponsor private funds.