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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Abundance Inc
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|---|---|
| CRD # | 143300 |
| SEC # | 801-123653 |
| CIK # | |
| AUM | $232.9 M (2025-03-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 814-867-5745 |
| Address | 2134 Sandy Drive State College, PA 16803 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 374 | 94.0 |
| (b) Individuals (high net worth individuals) | 86 | 138.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,560 | 232.9 |
| By Discretionary | ||
| Discretionary | 1,560 | 232.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,560 | 232.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.9 | |
| Total | 1,560 | 232.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bradford Financial Services Inc
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|
0.2 | |
|
Live Oak Investment Partners LLC
✚
|
TX | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |
|
Barr Financial Services LLC
✚
|
FL | 0.2 |
|
ASG Investment Management LLC
✚
|
PA | 0.2 |
|
RHS Financial LLC
✚
|
CA | 0.2 |
|
Values Added Financial LLC
✚
|
0.2 | |
|
ECIO Inc
✚
|
WI | 0.2 |
|
Clear Point Advisors Inc
✚
|
NY | 0.2 |
|
Cimarron Wealth Management Inc
✚
|
CO | 0.2 |