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ABUNDA FINANCIAL, LLC
CRD 120177 · SEC 801-68963
ONE HARBOR DRIVE, SUITE 300, SAUSALITO, CA, 94965, United States
Phone
415-339-8944
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$103.1M
Discretionary AUM
$13.2M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $4.3M |
| High net worth individuals | 26 | $98.8M |
All web addresses on file
Official SEC filing: View on IAPD