Abboud Financial Planning, Inc.

Abboud Financial Planning, Inc. (CRD# 290242) is a financial advisory firm headquartered in , . They manage $18,000,000 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $148,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, NE

Financial Advisors at Abboud Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Abboud, financial advisor Centennial CO
Thomas M. Abboud
CRD#: 2178385
Centennial, CO

Thomas Abboud (CRD# 2178385) is an Investment Advisor Representative working at Abboud Financial Planning, Inc. in Centennial, CO and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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