Adviser Profile
| As of Date | 03/07/2025 |
| Registration status | Registration Changed to ABEL FINANCIAL MANAGEMENT CO. |
| ADV Location | ELDERSBURG, MD, United States |
| Contact Info | 443 xxxxxxx |
| Websites |
| AUM* | 105,554,211 25% |
| of that, discretionary | 98,664,662 28% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 370,366 18% |
| % High Net Worth | 47.25% -5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds