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ABRI LLC
CRD 314832 · SEC 801-135476
333 E SHORT ST., #210, LEXINGTON, KY, 40507, United States
Phone
859-636-6140
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.4M
Discretionary AUM
$114.4M
Team
8 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR OR REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersSPEAKING ENGAGEMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $33.1M |
| High net worth individuals | 47 | $81.1M |
States served
CA, IL, IN, KY, MI, OH, TN, WI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD