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Abboud Financial Planning, Inc.

Abboud Financial Planning, Inc.. CRD 290242

Abboud Financial Planning, Inc. logo

CRD: 290242

Abboud Financial Planning, Inc.

Castle Rock, CO
7202526004
$25.1M Total AUM
$25.1M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Value
Established Date
11-03-2017
Office Locations
1

Office Locations

-- Castle Rock CO

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.

Team overview

43 AVG AGE
$25.1M AVG AUM / ADVISOR
$404.8K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Pathway vertex Eagle

Custodian

Bridge summit Delta

Investment Themes

Crest Crest vector Oak Pathway oak

Investment Vehicles

Wave

Services

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Technology

Ridge

Owner & Executives

T

THOMAS MICHAEL ABBOUD

Chief Compliance Officer, Investment Advisor, President

CRD
#2178385
Ownership
75% or more
(205) 458-9399
optima.harbor@deltacapital.com
in linkedin.com/in/ember-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$25.1M Total SMA
Public Funds:
46.0%
Equity - Exchange:
36.7%
Cash:
17.3%
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%

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