$3.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- E*TRADE ยท Etrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2010
- Office Locations
- 1
Office Locations
-- Burlington NC
About Abound Investments
Abound Investments is a Burlington-based RIA. The firm has been operating for 16 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with E*TRADE and Etrade.
Team overview
44 AVG AGE
$3.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID ALEXANDER ISLEY
Owner
- CRD
- #4532244
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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