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ABOUND FINANCIAL

Tel: 916-846-7780
4180 Douglas Blvd
Suite 200
Granite Bay, California  95746

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ABOUND FINANCIAL

ABOUND FINANCIAL is a Granite Bay, California based financial advisory firm with nearly $436,000,000 in assets under management and provides investment advisory services for 1800 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

327724

SEC#:

801-128697

No. of Clients:

1800

Assets under Management

$436,000,000

No. of Advisors:

2

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