AA
Abundance Advisors, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 135647
·
☆ Save with Pro
ADV data as of Aug 28, 2014
- Regulatory AUM
- $5.2M
- Discretionary
- $5.2M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 33
- Employees
- 0
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Norris Ellis | Registered representative | Aug 2014 (12y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 08/28/2014 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SELECTION OF OTHER ADVISORS
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 28, 2014.
View current Form ADV (SEC/IAPD) ↗