ABBOT FINANCIAL MANAGEMENT, INC
CRD #111040 SEC #801-19944 ANDOVER, MA (978) 688-9010
SEC Registered
Total AUM
$303M
Discretionary
$303M
Employees
4
Clients
1
Accounts
515
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $303M | $303M | $0 | 4 | 0 |
| Jul 2025 | $273.9M | $273.9M | $0 | 4 | 0 |
| Sep 2024 | $273.9M | $273.9M | $0 | 4 | 0 |
| Dec 2023 | $240.2M | $240.2M | $0 | 4 | 0 |
| Oct 2023 | $240.2M | $240.2M | $0 | 4 | 0 |
| Sep 2023 | $240.2M | $240.2M | $0 | 4 | 0 |
| Jan 2023 | $242.7M | $242.7M | $0 | 4 | 0 |
| Sep 2022 | $242.7M | $242.7M | $0 | 5 | 0 |
| Jun 2022 | $309.4M | $309.4M | $0 | 5 | 0 |
| Sep 2021 | $309.4M | $309.4M | $0 | 5 | 0 |
| Dec 2020 | $213M | $213M | $0 | 5 | 0 |
| Sep 2020 | $213M | $213M | $0 | 5 | 0 |
| Jun 2020 | $200.3M | $200.3M | $0 | 5 | 0 |
| Nov 2019 | $200.3M | $200.3M | $0 | 5 | 0 |
| Sep 2019 | $200.3M | $200.3M | $0 | 5 | 0 |
| Oct 2018 | $187.9M | $187.9M | $0 | 4 | 0 |
| Sep 2018 | $187.9M | $187.9M | $0 | 4 | 0 |
| Sep 2017 | $173.3M | $173.3M | $0 | 4 | 200 |
| Sep 2016 | $152.9M | $150.7M | $2.2M | 4 | 200 |
| Sep 2015 | $155.5M | $153.1M | $2.4M | 4 | 200 |
| Sep 2014 | $159.4M | $157.2M | $2.3M | 4 | 200 |
| Sep 2013 | $139.1M | $136.9M | $2.2M | 4 | 200 |
| Sep 2012 | $122.1M | $120.2M | $1.9M | 1 | 200 |
| Mar 2012 | $121M | $119.1M | $1.9M | 1 | 200 |
| Sep 2010 | $108.7M | $108.7M | $0 | 5 | -- |
| Sep 2009 | $96.3M | $96.3M | $0 | 5 | -- |
| Sep 2007 | $129M | $129M | $0 | 5 | -- |
| Jan 2006 | $107.5M | $107.5M | $0 | 5 | -- |
| Sep 2005 | $107.5M | $107.5M | $0 | 5 | -- |
| Sep 2004 | $101.3M | $101.3M | $0 | 5 | -- |
| Sep 2001 | $110M | $110M | $0 | 5 | -- |
DateSep 2025
Total AUM$303M
Discretionary$303M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees4
Clients200
DateSep 2016
Total AUM$152.9M
Discretionary$150.7M
Non-Disc.$2.2M
Employees4
Clients200
DateSep 2015
Total AUM$155.5M
Discretionary$153.1M
Non-Disc.$2.4M
Employees4
Clients200
DateSep 2014
Total AUM$159.4M
Discretionary$157.2M
Non-Disc.$2.3M
Employees4
Clients200
DateSep 2013
Total AUM$139.1M
Discretionary$136.9M
Non-Disc.$2.2M
Employees4
Clients200
DateSep 2012
Total AUM$122.1M
Discretionary$120.2M
Non-Disc.$1.9M
Employees1
Clients200
DateMar 2012
Total AUM$121M
Discretionary$119.1M
Non-Disc.$1.9M
Employees1
Clients200
DateSep 2010
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--