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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Abound Financial LLC
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|---|---|
| CRD # | 327724 |
| SEC # | 801-128697 |
| CIK # | 0002024264 |
| AUM | $436.0 M (2025-04-23) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 916-846-7780 |
| Address | 4180 Douglas Blvd Granite Bay, CA 95746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Global MOFY Metaverse Ltd | 8.2 | |
| World Currency Gold Trust | 7.8 | |
| Microsoft Corp | 3.1 | |
| Apple Inc | 2.1 | |
| MicroStrategy Inc | 2.0 | |
| Alphabet Inc | 1.4 | |
| Facebook Inc | 1.2 | |
| Mastercard Inc | 1.0 | |
| Tesla Motors Inc | 0.9 | |
| Enbridge Inc | 0.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 32.0 |
| (b) Individuals (high net worth individuals) | 737 | 400.0 |
| (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 | 2 | 4.0 |
| (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 | 1,800 | 436.0 |
| By Discretionary | ||
| Discretionary | 1,200 | 374.0 |
| Non-Discretionary | 600 | 62.0 |
| Total | 1,800 | 436.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 436.0 | |
| Total | 1,800 | 436.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002024264] |
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