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ABRDN INC.

CRD 111069 · SEC 801-49966

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1900 MARKET STREET, SUITE 200, PHILADELPHIA, PA, 19103, United States

Phone

215-405-5700

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$41.48B

Discretionary AUM

$41.47B

Team

193 total employees; 55 advisory reps; 18 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees; REIMBURSEMENT OF EXPENSES (PER PART 2A)

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Investment companies23$8.74B
Pooled investment vehicles90$15.67B
Pension/profit sharing plans16$9.29B
Charitable organizations1
State/municipal entities12$2.96B
Insurance companies13$2.00B
Sovereign wealth funds4$2.15B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD