A
CRD: 127627
Abraham, Robert Ralph JR
Salem, MA
9789791591
$7.4M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2002
- Office Locations
- 1
Office Locations
-- Salem MA
About Abraham, Robert Ralph JR
Abraham, Robert Ralph JR is a Salem-based RIA. The firm has been operating for 24 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
41 AVG AGE
$7.4M AVG AUM / ADVISOR
$387.9K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Asset Classes
Insight
Investment Themes
Vertex matrix
Investment Vehicles
Unison
Services
Vector bridge Wave Foundation Capital
Owner & Executives
R
ROBERT RALPH ABRAHAM JR
Owner, PRINCIPAL OWNER
- CRD
- #4689919
- Ownership
- 75% or more
(753) 496-7458
alpha.crest@embercapital.com
in linkedin.com/in/crest-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,224,950 | -- |
| Non-Discretionary | $1,144,708 | -- |
| Total | $7,369,658 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,369,658
Equity - Exchange:
12.4% U.S. Government/Agency:
12.4% Corporate - Investment Grade:
12.0% Cash:
23.1% Municipal Bonds:
20.2% Corporate - Non-Investment Grade:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $710,858,688 | 12.4% |
| U.S. Government/Agency | $710,858,688 | 12.4% |
| Corporate - Investment Grade | $687,927,762 | 12.0% |
| Cash | $1,324,260,942 | 23.1% |
| Municipal Bonds | $1,158,011,733 | 20.2% |
| Corporate - Non-Investment Grade | $1,140,813,538 | 19.9% |
| Total | $5,732,731,351 | 100.0% |