This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2016
- Office Locations
- 1
Office Locations
About ABC Wealth INC
ABC Wealth Inc is a single-advisor firm in Long Valley, NJ led by Doug Robb Jr., focused on retirement income planning and ongoing wealth management for individuals and families. Services include IRA/401(k) rollovers, tax-efficient and legacy planning, and asset preservation and risk-management strategies. Portfolios use public funds and ETFs, complemented by insurance solutions such as annuities, life insurance, and long-term care planning; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DOUGLAS CHARLES ROBB JR
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2384553
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,046,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,046,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing