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FINANCIAL ABUNDANCE, INC.
2134 Sandy Drive
Suite 1
State College, Pennsylvania 16803
Tel: 814-867-5745
About FINANCIAL ABUNDANCE, INC.
FINANCIAL ABUNDANCE, INC, formally registered with the SEC as FINANCIAL ABUNDANCE, INC. The firm was established in 04/08/2022. They have over 2 offices throughout the country.
FINANCIAL ABUNDANCE, INC. is a State College, Pennsylvania based Financial Planning firm with nearly $204,795,961 assets under management, offering retirement planning & investment advisory services to 1444 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143300 |
| SEC# | 801-123653 |
| Assets Managed by Firm | $204,795,961 |
| No. of Clients | 1444 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CO-ADVISOR)
Advisory Services Provided
- Financial planning services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1444 | $204,795,961 |
| Individuals (other than high net worth individuals) | 379 | $110,460,653 |
| High net worth individuals | 59 | $94,335,308 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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