FINANCIAL ABUNDANCE, INC.
  • FINANCIAL ABUNDANCE, INC.

Adviser Profile

As of Date 02/04/2026
Registration status Terminated
ADV Location STATE COLLEGE, PA, United States
Contact Info 814 xxxxxxx
Websites
AUM* 232,877,697 14%
of that, discretionary 232,877,697 14%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 149,281 5%
% High Net Worth 18.70% 39%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

233M 200M 166M 133M 100M 67M 33M
2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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