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ABBONDANDOLO WEALTH MANAGEMENT CORP

220b Glen Cove Ave
Glen Cove, New York 11542
Tel: 516-674-9229

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About ABBONDANDOLO WEALTH MANAGEMENT CORP

ABBONDANDOLO WEALTH MANAGEMENT CORP, formally registered with the SEC as ABBONDANDOLO WEALTH MANAGEMENT CORP. The firm was established in 02/18/2014. They have over 1 offices throughout the country.

ABBONDANDOLO WEALTH MANAGEMENT CORP is a Glen Cove, New York based Financial Planning firm with nearly $98,219,545 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168081
SEC#801-79209
Assets Managed by Firm$98,219,545
No. of Clients344
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total344$98,219,545
Individuals (other than high net worth individuals)201$36,406,988
High net worth individuals35$61,812,557

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