Abel Financial Management Company

Abel Financial Management Company (CRD# 121558) is a financial advisory firm headquartered in Eldersburg, MD. They manage $84,418,430 in 269 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1697 King Richard Road, Eldersburg, MD 21784
https://www.facebook.com/abelfinancialmanagementco
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $313,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, TX

Financial Advisors at Abel Financial Management Company
Showing 1 - 2 of 2 top financial advisors.
1
Rita Abel, financial advisor Eldersburg MD
Rita Abel
CRD#: 2436101
1697 King Richard Road, Eldersburg, MD 21784

Rita Abel (CRD# 2436101) is an Investment Advisor Representative working at Abel Financial Management Company in Eldersburg, MD and has over 30 years of experience in the finance industry.

2
Steven Stern, financial advisor Eldersburg MD
Steven H. Stern
CRD#: 5901946
1697 King Richard Road, Eldersburg, MD 21784

Steven Stern (CRD# 5901946) is an Investment Advisor Representative working at Abel Financial Management Company in Eldersburg, MD and has over 8 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals