Company Overview
- Headquarters
- 248 N Broad St, Monroe GA
- Website
- findabundance.com
- Phone
- (678) 884-8841
- Employees
- 14
- Founded in
- 2008
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$2B
Who is Abundance
Abundance is a wealth planning firm based in Monroe, Georgia. The company is employee-owned and has a staff of 14. Abundance offers a range of financial services including investment management, risk management, and retirement planning. Their expertise extends to a variety of financial products, such as annuities, mutual funds, municipal bonds, stocks, and equities. They cater to a diverse clientele, providing services to individuals seeking wealth planning solutions and corporate retirement planning. Abundance distinguishes itself through its fee-based planning approach and its exploration of alternative investment strategies. The firm is affiliated with LPL Financial, Inc. and Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. For more information on Abundance and its services, visit www.findabundance.com. You can also contact their Compliance department at 844-553-7872.
Abundance Industry Tags
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| 2M | 17 | San Francisco, CA | 1997 | |
| 2M | 22 | Sacramento, CA | 2000 | |
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