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Building 2FINANCIAL ABUNDANCE, INC.

Map pinSTATE COLLEGE, PA
Phone814-867-5745
NotebookSEC #801-123653
Total AUM
$232.9M
Employees
4
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2134 SANDY DRIVE
SUITE 1
STATE COLLEGE
PA 16803
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
814-867-5745
Other Offices
1

ReceiptFinancials

Total AUM
$232.9M
Accounts
1,560
Discretionary
$232.9M
Accounts
1,560
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
374
AUM
$94M
HNW Individual Clients
86
AUM
$138.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial Planning
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNVNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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