FINANCIAL ABUNDANCE, INC.
CRD #143300 SEC #801-123653 STATE COLLEGE, PA 814-867-5745
SEC Registered
Total AUM
$232.9M
Discretionary
$232.9M
Employees
4
Clients
25
Accounts
1,560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $232.9M | $232.9M | $0 | 4 | 5 |
| Mar 2024 | $204.8M | $204.8M | $0 | 4 | 0 |
| Mar 2024 | $204.8M | $204.8M | $0 | 4 | 0 |
| Mar 2023 | $178.5M | $178.5M | $0 | 5 | 0 |
| Oct 2022 | $162M | $162M | $0 | 4 | 0 |
| Apr 2022 | $162M | $162M | $0 | 4 | 0 |
| Mar 2022 | $162M | $162M | $0 | 4 | 0 |
DateMar 2025
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees4
Clients5
DateMar 2024
Total AUM$204.8M
Discretionary$204.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$204.8M
Discretionary$204.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees4
Clients0