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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