Abbey Street, Llc
- Regulatory AUM
- $375M
- Discretionary
- $375M
- Clients
- 139
- Avg AUM / client
- $2.7M
- Accounts
- 139
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $40.7M | 10.8% |
| High net worth individuals | 89 | $334M | 89.1% |
| Charitable organizations | 1 | $262K | 0.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Accesso 401(k) Retirement Plan Accesso, Llc | 2024 | |
| Grain Millers, Inc. Retirement Savings Plan Grain Millers, Inc. | 2024 | |
| Harms Oil Company 401(k) Plan Harms Oil Company | 2024 | |
| Deerfield Imaging Retirement Savings Plan Deerfield Imaging | 2024 | |
| Johnson Screens, Inc. 401(k) Savings Plan Johnson Screens, Inc. | 2024 | |
| Bailiwick Services, Llc Retirement Savings Plan Bailiwick Services, Llc | 2024 | |
| Decopac, Inc. Employee Retirement And Profit Sharing Plan And Trust Decopac, Inc. | 2024 | |
| Elder Jones, Inc. 401(k) Profit Sharing Plan Elder Jones, Inc. | 2024 | |
| Gemini Mountain Medical, Llc 401(k) Plan Gemini Mountain Medical, Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Patrick Mulheran | President, Cco | Apr 2018 (8y) | 75% or more | |
| Ben A Clymer | Registered representative | CFP | Oct 2019 (7y) | |
| Eric Schierhorn | Registered representative | CFP | Sep 2022 (4y) | |
| Joshua Joseph Zajicek | Registered representative | CFA | May 2025 (1y) | |
| Robert Alvin Cron | Registered representative | Jan 2026 (1y) | ||
| Eric Phillip Turcott | Registered representative | Mar 2026 (0y) | ||
| Ryan Joseph Scott | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Accesso 401(k) Retirement Plan | Accesso, Llc | 421 | $39.4M | 01/01/2024 |
| Grain Millers, Inc. Retirement Savings Plan | Grain Millers, Inc. | 716 | $78.3M | 01/01/2024 |
| Harms Oil Company 401(k) Plan | Harms Oil Company | 328 | $47.5M | 01/01/2024 |
| Deerfield Imaging Retirement Savings Plan | Deerfield Imaging | 99 | $9.4M | 01/01/2024 |
| Johnson Screens, Inc. 401(k) Savings Plan | Johnson Screens, Inc. | 415 | $34.1M | 01/01/2024 |
| Bailiwick Services, Llc Retirement Savings Plan | Bailiwick Services, Llc | 0 | $136K | 01/01/2024 |
| Decopac, Inc. Employee Retirement And Profit Sharing Plan And Trust | Decopac, Inc. | 332 | $36.7M | 01/01/2024 |
| Elder Jones, Inc. 401(k) Profit Sharing Plan | Elder Jones, Inc. | 82 | $12.4M | 01/01/2024 |
| Gemini Mountain Medical, Llc 401(k) Plan | Gemini Mountain Medical, Llc | 100 | $5.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 895 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $375M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗