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ABBEY STREET

11095 Viking Drive
Suite 410
Eden Prairie, Minnesota 55344
Tel: (952) 224-7272

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About ABBEY STREET

ABBEY STREET, formally registered with the SEC as ABBEY STREET. The firm was established in 10/04/2019. They have over 1 offices throughout the country.

ABBEY STREET is a Eden Prairie, Minnesota based Financial Planning firm with nearly $245,005,947 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305107
SEC#801-117454
Assets Managed by Firm$245,005,947
No. of Clients563
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total563$245,005,947
Individuals (other than high net worth individuals)97$71,749,763
High net worth individuals38$170,908,990
Charitable organizations1$2,347,194

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GARDA CAPITAL PARTNERS
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$121,600,874,152694167
GALLIARD CAPITAL MANAGEMENT
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