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Building 2ABRAHAM & CO., INC.

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Phone(253) 851-7486
NotebookSEC #801-135095
Total AUM
$117M
Employees
5
Clients
355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(253) 851-7486
Other Offices
3

ReceiptFinancials

Total AUM
$117M
Accounts
850
Discretionary
$116.8M
Accounts
841
Non-Discretionary
$150K
Accounts
9

ContactClients

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Individual Clients
320
AUM
$82M
HNW Individual Clients
35
AUM
$35M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING MANAGEMENT/ADMINISTRATIVE SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES (NON CLIENTS)

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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

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