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ABEL FINANCIAL MANAGEMENT CO.
CRD 121558 · SEC 801-132094
MD, United States
Phone
443-812-5459
Fax
410-505-1150
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.8M
Discretionary AUM
$110.4M
Team
2 total employees; 2 advisory reps; 16 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $34.5M |
| High net worth individuals | 42 | $81.1M |
States served
MD, TX
All web addresses on file
Official SEC filing: View on IAPD