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Financial Abundance, Inc.

CRD 143300SEC# 801-123653State College, PA
Export (members)
No longer SEC-registered. Financial Abundance, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$232.9M
Employees
4
Accounts
1,560
Location
State College, PA

Financial Abundance, Inc. assets under management

Financial Abundance, Inc. is an SEC-registered investment adviser based in State College, PA. It reports $232.9 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Financial Abundance, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Ashton Scott ImmelChief Compliance Officer, Shareholder10-25%2022
Rubin Paul Nichols ControlPresident, ShareholderOver 75%2007

Frequently asked questions

How much does Financial Abundance, Inc. manage?

Financial Abundance, Inc. reports $232.9 million in regulatory assets under management on its Form ADV.

How many employees does Financial Abundance, Inc. have?

Financial Abundance, Inc. reports 4 employees.

Where is Financial Abundance, Inc. located?

Financial Abundance, Inc. is based in State College, PA.

Does Financial Abundance, Inc. disclose fund performance?

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

Contact & registration

Address2134 Sandy Drive, Suite 1, State College, PA 16803
Office hours9:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$232.9M
Non-discretionary$0
Total (RAUM)$232.9M