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| Abbot Financial Management Inc
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|---|---|
| CRD # | 111040 |
| SEC # | 801-19944 |
| CIK # | 0001714341 |
| AUM | 303.0 M (2025-09-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 978-688-9010 |
| Address | 63 Park Street Andover, MA 01810 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.0 | ||
| Microsoft Corp | 12.7 | ||
| Nvidia Corp | 12.2 | ||
| Alphabet Inc | 10.2 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Corning Inc /NY | 5.6 | ||
| Cisco Systems Inc | 4.8 | ||
| Bank of America Corp /DE/ | 4.7 | ||
| Merck & Co Inc | 4.5 | ||
| Lockheed Martin Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 38.0 |
| (b) Individuals (high net worth individuals) | 86 | 256.3 |
| (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 | 0 | 8.8 |
| (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 | 515 | 303.0 |
| By Discretionary | ||
| Discretionary | 515 | 303.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 515 | 303.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.0 | |
| Total | 515 | 303.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001714341] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Signature Resources Capital Management LLC
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CA | 303.9 M |
|
GBC Investment Group LLC
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303.9 M | |
|
Guilbault Capital LLC
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LA | 303.8 M |
|
Ceera Investments LLC
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|
Integrated Financial Solutions Inc
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VA | 303.3 M |
|
Beckerman Institutional LLC
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|
Albanyadvisor Group LLC
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NY | 302.8 M |
|
Wealth Management Consultants Colorado LLC
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|
TX | 302.5 M |
|
Access Financial Group Inc
✚
|
IL | 302.3 M |
|
Fai Advisors Inc
✚
|
MI | 302.0 M |