$31.2M Total AUM
$31.2M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North summit
- Established Date
- 02-06-2007
- Office Locations
- 1
Office Locations
-- Boca Raton FL
About Aber Investments
Aber Investments is an independent RIA in Boca Raton, FL that builds and manages customized portfolios for individuals aligned to return goals, risk tolerance, and time horizon. The firm emphasizes disciplined, diversified portfolio construction backed by fundamental security research, using ETFs, mutual funds, and fixed income. Founded and led by CFA charterholder Nancy Aber; custody available via Charles Schwab.
Team overview
51 AVG AGE
$31.2M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Vital
Custodian
Vector
Investment Themes
Alpha bridge
Investment Vehicles
Alpha
Services
Beacon
Technology
Vector
Owner & Executives
NANCY LEA ABER
Principal
- CRD
- #5268736
- Ownership
- 75% or more
(540) 703-1004
catalyst.north@deltacapital.com
in linkedin.com/in/legacy-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,200,000
Equity - Exchange:
17.9% Public Funds:
19.5% Municipal Bonds:
25.4% Cash:
28.5% Corporate - Investment Grade:
8.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,180,164,427 | 17.9% |
| Public Funds | $1,285,653,984 | 19.5% |
| Municipal Bonds | $1,674,646,728 | 25.4% |
| Cash | $1,879,032,746 | 28.5% |
| Corporate - Investment Grade | $573,599,471 | 8.7% |
| Total | $6,593,097,356 | 100.0% |