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Building 2ABBOT FINANCIAL MANAGEMENT, INC

Map pinANDOVER, MA
Phone(978) 688-9010
NotebookSEC #801-19944
Total AUM
$303M
Employees
4
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
63 PARK STREET
SUITE 202
ANDOVER
MA 01810
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(978) 688-9010
Other Offices
1

ReceiptFinancials

Total AUM
$303M
Accounts
515
Discretionary
$303M
Accounts
515
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
116
AUM
$38M
HNW Individual Clients
86
AUM
$256.3M
Charitable Organization Clients
1
AUM
$8.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMDNCNHNJNYSCVA

HandshakeAffiliates

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

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