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ABBEY STREET
ABBEY STREET, LLC
CRD 305107 · SEC 801-117454
11095 VIKING DRIVE, SUITE 410, EDEN PRAIRIE, MN, 55344, United States
Phone
(952) 224-7272
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$375.4M
Discretionary AUM
$375.4M
Team
13 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $40.7M |
| High net worth individuals | 89 | $334.4M |
| Charitable organizations | 1 | $262K |
States served
MN, OR, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD