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Abound Financial, LLC

● SEC registered since 2023CRD 327724SEC# 801-128697Granite Bay, CA
Export (members)
Reg. AUM
$436M
Employees
2
Accounts
1,800
Location
Granite Bay, CA

Abound Financial, LLC assets under management

Abound Financial, LLC is an SEC-registered investment adviser based in Granite Bay, CA. The firm has been registered since 2023. It reports $436 million in regulatory assets under management and employs 2 people.
www.facebook.com/aboundfinancialView on SEC.gov ↗

Abound Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Alexander Laut ControlChief Compliance OfficerOver 75%2023
David Alexander Laut ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Abound Financial, LLC manage?

Abound Financial, LLC reports $436 million in regulatory assets under management on its Form ADV.

How many employees does Abound Financial, LLC have?

Abound Financial, LLC reports 2 employees.

Where is Abound Financial, LLC located?

Abound Financial, LLC is based in Granite Bay, CA and has been SEC-registered since 2023.

Does Abound Financial, LLC disclose fund performance?

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

Contact & registration

Address4180 Douglas Blvd, Suite 200, Granite Bay, CA 95746
Phone916-846-7780
Office hoursMon - Thurs 8:30a.m.-5:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$374M
Non-discretionary$62M
Total (RAUM)$436M