Overview
Assets Under Management: $283 million
Headquarters: DOVER, DE
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,330
Discretionary Accounts: 1,307
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 291437
Filing ID: 2002419
Last Filing Date: 2025-08-26 12:04:00
Website: https://abigplan.com