Abound Financial

Abound Financial (CRD# 327724) is a financial advisory firm headquartered in Granite Bay, CA. They manage $352,431,608 in 1,611 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
4180 Douglas Blvd, Suite 200, Granite Bay, CA 95746
https://www.instagram.com/aboundfinancial/
By the Numbers
  • Total Assets Under Management
    352
    MILLION
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $218,766
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NH, NV, OR, TX, WA

Financial Advisors at Abound Financial
Showing 1 - 2 of 2 top financial advisors.
1
David Laut, financial advisor Granite Bay CA
David A. Laut
CRD#: 5139179
4180 Douglas Blvd, Suite 200, Granite Bay, CA 95746

David Laut (CRD# 5139179) is an Investment Advisor Representative working at Abound Financial in Granite Bay, CA and has over 16 years of experience in the finance industry.

2
David Hicks, financial advisor Granite Bay CA
David Hicks
CRD#: 7172378
4180 Douglas Blvd, Suite 200, Granite Bay, CA 95746

David Hicks (CRD# 7172378) is an Investment Advisor Representative working at Abound Financial in Granite Bay, CA and has over 4 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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