ABRDN INC.

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

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 $36,395,031,982 assets under management, offering retirement planning & investment advisory services to 143 clients. The firm is staffed with 212 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111069
SEC#	801-49966
Assets Managed by Firm	$36,395,031,982
No. of Clients	143
No. of Advisors	212

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	143	$36,395,031,982
Pension and profit sharing plans	9	$2,944,666,094

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