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ABOUND FINANCIAL
4180 Douglas Blvd
Suite 200
Granite Bay, California 95746
Tel: 916-846-7780
About ABOUND FINANCIAL
ABOUND FINANCIAL, formally registered with the SEC as ABOUND FINANCIAL. The firm was established in 09/06/2023. They have over 2 offices throughout the country.
ABOUND FINANCIAL is a Granite Bay, California based Financial Planning firm with nearly $436,000,000 assets under management, offering retirement planning & investment advisory services to 1800 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327724 |
| SEC# | 801-128697 |
| Assets Managed by Firm | $436,000,000 |
| No. of Clients | 1800 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1800 | $436,000,000 |
| Individuals (other than high net worth individuals) | 136 | $32,000,000 |
| High net worth individuals | 737 | $400,000,000 |
| Charitable organizations | 2 | $4,000,000 |
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