Overview
Assets Under Management: $233 million
Headquarters: STATE COLLEGE, PA
High-Net-Worth Clients: 86
Average Client Assets: $1.6 million
Frequently Asked Questions
FINANCIAL ABUNDANCE, INC. 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 #143300), FINANCIAL ABUNDANCE, INC. is subject to fiduciary duty under federal law.
FINANCIAL ABUNDANCE, INC. is headquartered in STATE COLLEGE, PA.
FINANCIAL ABUNDANCE, INC. serves 86 high-net-worth clients according to their SEC filing dated March 06, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL ABUNDANCE, INC. offers financial planning, selection of other advisors, and educational seminars and workshops. View all service details ↓
FINANCIAL ABUNDANCE, INC. manages $233 million in client assets according to their SEC filing dated March 06, 2025.
Services Offered
Services: Financial Planning, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.64%
Average Client Assets: $1.6 million
Total Client Accounts: 1,560
Discretionary Accounts: 1,560
Regulatory Filings
CRD Number: 143300
Filing ID: 1947307
Last Filing Date: 2025-03-06 14:23:00