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Abbot Financial Management, Inc

● SEC registered since 1983CRD 111040SEC# 801-19944Andover, MA
Export (members)
Reg. AUM
$273.9M
Employees
4
Accounts
493
Location
Andover, MA

Abbot Financial Management, Inc assets under management

Abbot Financial Management, Inc is an SEC-registered investment adviser based in Andover, MA. The firm has been registered since 1983. It reports $273.9 million in regulatory assets under management and employs 4 people.
www.abbotfm.comView on SEC.gov ↗

Abbot Financial Management, Inc owners & executives

1 reported
NameTitleOwnershipSince
Andrew James Novelline ControlPresident And Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Abbot Financial Management, Inc manage?

Abbot Financial Management, Inc reports $273.9 million in regulatory assets under management on its Form ADV.

How many employees does Abbot Financial Management, Inc have?

Abbot Financial Management, Inc reports 4 employees.

Where is Abbot Financial Management, Inc located?

Abbot Financial Management, Inc is based in Andover, MA and has been SEC-registered since 1983.

Does Abbot Financial Management, Inc disclose fund performance?

Abbot Financial Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address63 Park Street, Suite 202, Andover, MA 01810
Phone(978) 688-9010
Fax(978) 688-0090
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1714341
Discloses disciplinary historyNo

Assets under management

Discretionary$273.9M
Non-discretionary$0
Total (RAUM)$273.9M