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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value
- Established Date
- 11-03-2017
- Office Locations
- 1
Office Locations
About Abboud Financial Planning, Inc.
Abboud Financial Planning is an owner-operated RIA serving retail individuals and families with personalized financial planning, investment planning, and ongoing asset management. The firm focuses on tailored, long-term advice and active asset allocation and risk management, investing primarily in public funds with ETF use. Custodied at Charles Schwab, it offers a nimble, planning-led partner for distribution conversations.
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Owner & Executives
THOMAS MICHAEL ABBOUD
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2178385
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $312,387,703 | 46.0% |
| Equity - Exchange | $249,231,059 | 36.7% |
| Cash | $117,484,941 | 17.3% |
| Total | $679,103,703 | 100.0% |