1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ABEL FINANCIAL MANAGEMENT CO.

Map pin
Phone443-812-5459
NotebookSEC #801-132094
Total AUM
$116.8M
Employees
2
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
443-812-5459
Other Offices
1

ReceiptFinancials

Total AUM
$116.8M
Accounts
283
Discretionary
$110.4M
Accounts
280
Non-Discretionary
$6.5M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
42
AUM
$34.5M
HNW Individual Clients
42
AUM
$81.1M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account