$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Capital
- Established Date
- 12-07-2009
- Office Locations
- 1
Office Locations
-- Grosse Pointe Park MI
About Abram Asset Management
Abram Asset Management is a Grosse Pointe Park-based RIA. The firm has been operating for 16 years. Managing $8.1M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$253.7K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
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Asset Classes
Pathway Horizon value
Custodian
Radial Foundation signal
Investment Themes
Ridge ember
Investment Vehicles
Vital Delta
Services
Matrix capital Capital unison North
Technology
Bridge
Owner & Executives
TAREK MUSTAPHA ABOULJOUD
Portfolio Manager, President
- CRD
- #2457530
- Ownership
- 75% or more
(824) 582-7771
frontier.ridge@summitcapital.com
in linkedin.com/in/value-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,117,407 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,117,407 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,117,407
Equity - Exchange:
44.7% Cash:
16.9% Equity - OTC:
38.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,269,833,952 | 44.7% |
| Cash | $858,169,884 | 16.9% |
| Equity - OTC | $1,949,924,469 | 38.4% |
| Total | $5,077,928,305 | 100.0% |