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ABRAHAM & CO., INC.

CRD 299085 · SEC 801-135095

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$117.0M

Discretionary AUM

$116.8M

Team

5 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; CONSULTING FEES (NON CLIENTS)

Org form

Corporation

Filing date

2026-02-25

Disciplinary history

Yes

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  • SEC IAPD →

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Services

Portfolio management (individuals)CONSULTING MANAGEMENT/ADMINISTRATIVE SERVICES

Client types

TypeClientsAUM
Individuals320$82.0M
High net worth individuals35$35.0M

All web addresses on file

Official SEC filing: View on IAPD