A
$414.6K Total AUM
$275.8K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Matrix Trust · Pershing · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2016
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Abundant Capital Strategies LLC
Abundant Capital Strategies LLC is a Colorado Springs-based RIA. The firm has been operating for 10 years. Managing $414.6K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Matrix Trust.
Team overview
-- AVG AGE
$414.6K AVG AUM / ADVISOR
$59.2K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RENA KAY BREEDING
President
- CRD
- #1852088
- 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 | $275,774 | -- |
| Non-Discretionary | $138,866 | -- |
| Total | $414,640 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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