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| Keyboard |
| Abbey Street LLC
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|---|---|
| CRD # | 305107 |
| SEC # | 801-117454 |
| CIK # | |
| AUM | 375.4 M (2026-03-18) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 952-224-7272 |
| Address | 11095 Viking Drive Eden Prairie, MN 55344 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 40.7 |
| (b) Individuals (high net worth individuals) | 89 | 334.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 139 | 375.4 |
| By Discretionary | ||
| Discretionary | 139 | 375.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 139 | 375.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.4 | |
| Total | 139 | 375.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Suncoast Capital Management
✚
|
LA | 380.0 M |
|
Darden Wealth Group Inc
✚
|
MI | 379.6 M |
|
Keystone Financial Services
✚
|
CO | 379.2 M |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 377.6 M |
|
Yeomans Consulting Group Inc
✚
|
GA | 377.1 M |
|
Christy Capital Management Inc
✚
|
GA | 376.3 M |
|
Oak Wealth Advisors LLC
✚
|
IL | 373.7 M |
|
Arbor Capital Management Inc
✚
|
AK | 372.5 M |
|
Pinnacle Family Advisors LLC
✚
|
MO | 371.7 M |
|
Olistico Wealth LLC
✚
|
OK | 371.5 M |