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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 62 clients, or 62 clients per representative. That equates to $404.8K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on June 9, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Abboud Financial Planning, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS MICHAEL ABBOUD
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2178385
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Abboud Financial Planning, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.