Abunda Financial, LLC

Abunda Financial, LLC (CRD# 120177) is a financial advisory firm headquartered in Sausalito, CA. They manage $84,036,540 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $587,668
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.

CA

Financial Advisors at Abunda Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Janet L. Campbell
CRD#: 1103187
One Harbor Drive, Suite 300, Sausalito, CA 94965

Janet Campbell (CRD# 1103187) is an Investment Advisor Representative working at Abunda Financial, LLC in Sausalito, CA and has over 31 years of experience in the finance industry.

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