This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · US Bank
- Clients
- Retail
- Platforms
- Atlas ember
- Established Date
- 06-28-2019
- Office Locations
- 4
Office Locations
About Abraham & Co., Inc.
Abraham & Co., Inc. is a fiduciary RIA serving individual investors and entrepreneurs with retirement-focused financial planning and ongoing portfolio management, including tax and estate planning and insurance/retirement-plan guidance. Their approach emphasizes active management, asset allocation, and risk management using ETFs and mutual funds. Works with custodians such as Charles Schwab and supports planning via eMoney.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KYE AUBREY ABRAHAM
Chief Compliance Officer, President
- CRD
- #872944
- Ownership
- 75% or more
Kyle David Appelbaum
Advisor, Chief Investment Officer
- CRD
- #6773430
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Andrew James Amoroso
Director
- CRD
- #7515730
Chelsea Pittman
--
- CRD
- #7999476
Frontier fusion
Vital beacon bridge
- CRD
- #86512
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,850,000 | $138,942 |
| Non-Discretionary | $150,000 | $16,667 |
| Total | $117,000,000 | $137,647 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $117,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $788,420,382 | 9.8% |
| Cash | $2,027,366,695 | 25.2% |
| Equity - Exchange | $1,037,818,665 | 12.9% |
| Corporate - Investment Grade | $1,930,825,424 | 24.0% |
| Other | $2,260,674,768 | 28.1% |
| Total | $8,045,105,934 | 100.0% |