| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Hillard Stern Control | President And Chief Compliance Officer | Over 75% | 2019 |
Abel Financial Management Co. reports $105.6 million in regulatory assets under management on its Form ADV.
Abel Financial Management Co. reports 2 employees.
Abel Financial Management Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 443-812-5459 |
| Fax | 410-505-1150 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $98.7M |
| Non-discretionary | $6.9M |
| Total (RAUM) | $105.6M |