Abrams Financial Management

Abrams Financial Management (CRD# 129243) is a financial advisory firm headquartered in Wellesley, MA. They manage $44,125,006 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
148 Linden Street, Suite 6, Wellesley, MA 02482
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $229,818
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Abrams Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Jacques Abrams, financial advisor Wellesley MA
Jacques S. Abrams
CRD#: 2570107
148 Linden Street, Suite #6, Wellesley, MA 02482

Jacques Abrams (CRD# 2570107) is an Investment Advisor Representative working at Abrams Financial Management in Wellesley, MA and has over 29 years of experience in the finance industry. Jacques Abrams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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