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ABBOTT CAPITAL MANAGEMENT LLC

640 Fifth Avenue
7th Floor
New York, New York 10019
Tel: 212-757-2700

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About ABBOTT CAPITAL MANAGEMENT LLC

ABBOTT CAPITAL MANAGEMENT LLC, formally registered with the SEC as ABBOTT CAPITAL MANAGEMENT LLC. The firm was established in 09/22/1986. They have over 2 offices throughout the country.

ABBOTT CAPITAL MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $14,516,648,717 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 62 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106332
SEC#801-27914
Assets Managed by Firm$14,516,648,717
No. of Clients58
No. of Advisors62

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total58$14,516,648,717
Pension and profit sharing plansFewer than 5 clients$159,192,278

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