ABUNDANCE WEALTH COUNSELORS, LLC

232 Regent Court
State College, Pennsylvania 16801
Tel: 814.861.3810

About ABUNDANCE WEALTH COUNSELORS, LLC

ABUNDANCE WEALTH COUNSELORS, LLC, formally registered with the SEC as ABUNDANCE WEALTH COUNSELORS, LLC. The firm was established in 06/25/2001. They have over 1 offices throughout the country.

ABUNDANCE WEALTH COUNSELORS, LLC is a State College, Pennsylvania based Financial Planning firm with nearly $1,299,669,773 assets under management, offering retirement planning & investment advisory services to 1725 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111740
SEC#	801-60373
Assets Managed by Firm	$1,299,669,773
No. of Clients	1725
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1725	$1,299,669,773
Individuals (other than high net worth individuals)	223	$128,075,152
High net worth individuals	195	$780,170,820
Pension and profit sharing plans	43	$242,211,430
Corporations or other businesses	10	$73,277,690

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MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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