← Back to searchVisit website
ABBOT FINANCIAL MANAGEMENT, INC
CRD 111040 · SEC 801-19944
63 PARK STREET, SUITE 202, ANDOVER, MA, 01810, United States
Phone
(978) 688-9010
Fax
(978) 688-0090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.0M
Discretionary AUM
$303.0M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-09-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $38.0M |
| High net worth individuals | 86 | $256.3M |
States served
CA, MD, MA, NJ, NY, NC, SC, VA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD