L
$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- CatalystPathway eagle +more
- Established Date
- 10-29-2020
- Office Locations
- 2
Office Locations
13100 Wayzata Blvd Suite 360 Minnetonka MN
-- Lakewood CO
About Lundeen Abrams Advisors, LLC
Lundeen Abrams Advisors is a boutique RIA led by founder Suzanne Lundeen Abrams, providing asset management, financial planning, and legacy planning tailored to women age 65+. The firm builds diversified portfolios using mutual funds and ETFs, with an asset-allocation, active-management approach. Custody is held with major platforms including Schwab and Fidelity/NFS.
Team overview
44 AVG AGE
$10.5M AVG AUM / ADVISOR
$362.6K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Glacier Vital delta
Custodian
Vertex Ridge glacier Pioneer
Investment Themes
Prime Glacier Ember matrix
Investment Vehicles
Peak beacon
Platform
Signal
Services
Timber value Legacy Value momentum Eagle Glacier glacier Matrix focus Legacy frontier Vector legacy Crest
Technology
Pioneer Meridian Peak delta Bridge
Owner & Executives
S
SUZANNE LUNDEEN ABRAMS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5002363
- Ownership
- 75% or more
(210) 878-3616
focus.value@zenithcapital.com
in linkedin.com/in/matrix-timber
Showing 1 of 1 owners & executives
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A
ALLY BELLE CHANEL
Financial Advisor
- CRD
- #5877936
(672) 258-4300
foundation.meridian@northcapital.com
in linkedin.com/in/zenith-catalyst
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,033,097 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,033,097 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,033,097
Public Funds:
27.1% Equity - Exchange:
6.2% Cash:
27.5% Corporate - Investment Grade:
23.6% Municipal Bonds:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,004,358,567 | 27.1% |
| Equity - Exchange | $229,779,451 | 6.2% |
| Cash | $1,019,183,048 | 27.5% |
| Corporate - Investment Grade | $874,644,361 | 23.6% |
| Municipal Bonds | $578,154,746 | 15.6% |
| Total | $3,706,120,173 | 100.0% |