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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 $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 StatusApproved
Firm CRD#111069
SEC#801-49966
Assets Managed by Firm$36,395,031,982
No. of Clients143
No. of Advisors212

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 ClientsAUM
Firm Total143$36,395,031,982
Pension and profit sharing plans9$2,944,666,094

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