Abraham & Co Inc

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Assets, Funds, Holdings

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Abraham & Co Inc
CRD #299085
SEC #801-135095
CIK #0000001904
AUM $117.0 M (2026-02-25)
Employees 5 (100% Investors, 20% Brokers)
Phone253-851-7486
Address
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
1209672482402010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 320 82.0
(b) Individuals (high net worth individuals) 35 35.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 850 117.0
By Discretionary
Discretionary 841 116.8
Non-Discretionary 9 0.1
Total 850 117.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 117.0
Total 850 117.0
Comparable Firms State AUM ($B)
Buckram Securities Ltd
NY 0.1
Dunham Lane Capital Partners LLC
CT 0.1
Legacy Road LLC
0.1
Greystone Financial & Estate Services Inc
WA 0.1
WURZ Financial Services LLC
OH 0.1
Georgia Advisory Group LLC
GA 0.1
Burt Asset Management Inc
0.1
Trident Advisors Inc
PA 0.1
Allpoint Financial Group LLC
CA 0.1
Investment Managers Group LLC
CA 0.1
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