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ABOUND INVESTMENTS

ISLEY, DAVID A.

CRD 151433

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$3.0M

Discretionary AUM

$1.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals5$1.0M
Pension/profit sharing plans4$2.0M

All web addresses on file

Official SEC filing: View on IAPD