Overview
Assets Under Management: $6.1 billion
High-Net-Worth Clients: 2
Average Client Assets: $60.2 million
Frequently Asked Questions
MAPLE-BROWN ABBOTT 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 #172482), MAPLE-BROWN ABBOTT is subject to fiduciary duty under federal law.
MAPLE-BROWN ABBOTT serves 2 high-net-worth clients according to their SEC filing dated October 24, 2024. View client details ↓
According to their SEC Form ADV, MAPLE-BROWN ABBOTT offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MAPLE-BROWN ABBOTT manages $6.1 billion in client assets according to their SEC filing dated October 24, 2024.
According to their SEC Form ADV, MAPLE-BROWN ABBOTT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.97%
Average Client Assets: $60.2 million
Total Client Accounts: 33
Discretionary Accounts: 33
Regulatory Filings
CRD Number: 172482
Filing ID: 1908568
Last Filing Date: 2024-10-24 21:16:00