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Home > Retirement Planners > massachusetts > andover > ABBOT FINANCIAL MANAGEMENT, INC
ABBOT FINANCIAL MANAGEMENT, INC
63 Park Street
Suite 202
Andover, Massachusetts 01810
Tel: (978) 688-9010
About ABBOT FINANCIAL MANAGEMENT, INC
ABBOT FINANCIAL MANAGEMENT, INC, formally registered with the SEC as ABBOT FINANCIAL MANAGEMENT, INC. The firm was established in 11/03/1983. They have over 2 offices throughout the country.
ABBOT FINANCIAL MANAGEMENT, INC is a Andover, Massachusetts based Financial Planning firm with nearly $273,874,914 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111040 |
| SEC# | 801-19944 |
| Assets Managed by Firm | $273,874,914 |
| No. of Clients | 493 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 493 | $273,874,914 |
| Individuals (other than high net worth individuals) | 125 | $43,749,360 |
| High net worth individuals | 74 | $221,870,895 |
| Charitable organizations | 3 | $8,254,659 |
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