Falists
← Back to search

ABBOUD FINANCIAL PLANNING, INC.

CRD 290242

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$25.1M

Discretionary AUM

$25.1M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-06-09

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals58$17.1M
High net worth individuals4$8.0M

All web addresses on file

Official SEC filing: View on IAPD