Abound Wealth Strategies

Abound Wealth Strategies (CRD# 305362) is a financial advisory firm headquartered in Indianapolis, IN. They manage $10,521,187 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9101 Wesleyan Rd, Ste 420, Indianapolis, IN 46268
http://aboundwealthstrategies.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $129,891
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Abound Wealth Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Clay Brooks, financial advisor Indianapolis IN
Clay J. Brooks
CRD#: 5296404
9101 Wesleyan Rd, Ste 420, Indianapolis, IN 46268

Clay Brooks (CRD# 5296404) is an Investment Advisor Representative working at Abound Wealth Strategies in Indianapolis, IN and has over 16 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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