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- Custodian
- Betterment ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 01-28-2019
- Office Locations
- 1
Office Locations
About Aberdour Investments
Aberdour Investments is a Shoreview, MN registered investment adviser providing fee-only, fiduciary financial planning and independent advice for individuals and families, including objective second-opinion reviews. The practice builds portfolios primarily with ETFs and cash allocations and emphasizes transparent, conflict-free guidance. Founded by Chris Saxton, an engineer-turned-advisor with nonprofit experience, and operates on platforms such as Betterment.
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Owner & Executives
Christopher Timothy Saxton
Chief Executive Officer, Financial Advisor
- CRD
- #7035473
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,154,152 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,154,152 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,154,152
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,687,574,407 | 53.0% |
| Cash | $2,383,320,700 | 47.0% |
| Total | $5,070,895,107 | 100.0% |