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

Building 2ABUNDANCE WEALTH COUNSELORS, LLC

Map pinSTATE COLLEGE, PA
Phone814.861.3810
NotebookSEC #801-60373
Total AUM
$1.6B
Employees
30
Clients
511

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
232 REGENT COURT
STATE COLLEGE
PA 16801
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
814.861.3810

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,711
Discretionary
$1.6B
Accounts
1,711
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
230
AUM
$71.9M
HNW Individual Clients
209
AUM
$1B
Pooled Vehicle Clients
2
AUM
$77.6M
Pension/Profit Sharing Plan Clients
57
AUM
$296.8M
Corporation or Business Clients
13
AUM
$90.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLGAMDMINJNYOHPATNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account