Overview
Assets Under Management: $112 million
Headquarters: GLEN COVE, NY
High-Net-Worth Clients: 52
Average Client Assets: $1.3 million
Frequently Asked Questions
ABBONDANDOLO WEALTH MANAGEMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168081), ABBONDANDOLO WEALTH MANAGEMENT CORP is subject to fiduciary duty under federal law.
ABBONDANDOLO WEALTH MANAGEMENT CORP is headquartered in GLEN COVE, NY.
ABBONDANDOLO WEALTH MANAGEMENT CORP serves 52 high-net-worth clients according to their SEC filing dated January 23, 2026. View client details ↓
According to their SEC Form ADV, ABBONDANDOLO WEALTH MANAGEMENT CORP offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ABBONDANDOLO WEALTH MANAGEMENT CORP manages $112 million in client assets according to their SEC filing dated January 23, 2026.
According to their SEC Form ADV, ABBONDANDOLO WEALTH MANAGEMENT CORP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.72%
Average Client Assets: $1.3 million
Total Client Accounts: 384
Non-Discretionary Accounts: 384
Regulatory Filings
CRD Number: 168081
Filing ID: 2043596
Last Filing Date: 2026-01-23 15:57:16