Overview
Assets Under Management: $1.2 billion
Headquarters: GREENBRAE, CA
High-Net-Worth Clients: 225
Average Client Assets: $5.1 million
Frequently Asked Questions
ABBREA CAPITAL, LLC 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 #272029), ABBREA CAPITAL, LLC is subject to fiduciary duty under federal law.
ABBREA CAPITAL, LLC is headquartered in GREENBRAE, CA.
ABBREA CAPITAL, LLC serves 225 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, ABBREA CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ABBREA CAPITAL, LLC manages $1.2 billion in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, ABBREA CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.17%
Average Client Assets: $5.1 million
Total Client Accounts: 777
Discretionary Accounts: 691
Non-Discretionary Accounts: 86
Regulatory Filings
CRD Number: 272029
Filing ID: 1840296
Last Filing Date: 2024-03-26 16:51:00