Unclaimed Profile

Jeffrey Louis Abadie

SAND HILL GLOBAL ADVISORS, LLC·PALO ALTO, California

Clean recordSAND HILL GLOBAL ADVISORS, LLC

245 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 3228403Firm CRD# 111295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Louis Abadie · PALO ALTO, CA

Registration

CRD #3228403 · SAND HILL GLOBAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Louis Abadie is a registered financial advisor based in PALO ALTO, California, affiliated with SAND HILL GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SAND HILL GLOBAL ADVISORS, LLC

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAND HILL GLOBAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3228403

Firm CRD# 111295

View on FINRA BrokerCheck →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

Browse PALO ALTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Louis Abadie offer?

Jeffrey Louis Abadie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Jeffrey Louis Abadie's credentials?

Jeffrey Louis Abadie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Louis Abadie located?

Jeffrey Louis Abadie is based in PALO ALTO, California, working with SAND HILL GLOBAL ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Jeffrey Louis Abadie charge for services?

Jeffrey Louis Abadie's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAND HILL GLOBAL ADVISORS, LLC?

SAND HILL GLOBAL ADVISORS, LLC has approximately 32 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →