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ABRDN INC.

1900 Market Street
Suite 200
Philadelphia, Pennsylvania 19103
Tel: 215-405-5700

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About ABRDN INC.

ABRDN INC, formally registered with the SEC as ABRDN INC. The firm was established in 08/23/1995. They have over 3 offices throughout the country.

ABRDN INC. is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $52,096,926,901 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 266 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111069
SEC#801-49966
Assets Managed by Firm$52,096,926,901
No. of Clients135
No. of Advisors266

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other(REIMBURSEMENT OF EXPENSES (PER PART 2A))

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total135$52,096,926,901
Pension and profit sharing plans10$4,273,767,913
Corporations or other businesses1$147,142,371

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