ANDOVER, MACRD 111040Latest ADV September 24, 2025
Abbot Financial Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Andover, MA. Its latest Form ADV filing, dated September 24, 2025, reports $303M in regulatory assets under management, 4 employees, 1 office, and 515 accounts.
Assets Under Management
$303M
Employees
4
Offices
1 office
Total Clients
202
Primary office
ANDOVER, MA
63 PARK STREET, SUITE 202, ANDOVER, MA, United States
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
116
2
HNWI
42.6%
86
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$303Mas of September 24, 2025
Discretionary100.0%
$303M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$303M
Total Accounts515
10Y AUM Change+$150M (+98.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.