Claim Profile
TA

Tracy Kate Abbott

RPM CAPITAL MANAGEMENT, LLC·RYE BROOK, New York
Unclaimed Profile
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 3115002Firm CRD# 164200
01

About

Tracy Kate Abbott is a registered financial advisor based in RYE BROOK, New York, affiliated with RPM CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
RPM CAPITAL MANAGEMENT, LLC
RPM CAPITAL MANAGEMENT, LLC
AUM
$86M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3115002
Firm CRD# 164200
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RYE BROOK?

Browse all registered financial advisors in RYE BROOK, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tracy Kate Abbott offer?
Tracy Kate Abbott specializes in Investment Management, Fee-Only Advisory. Contact their office in RYE BROOK, New York for a consultation.
What are Tracy Kate Abbott's credentials?
Tracy Kate Abbott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Kate Abbott located?
Tracy Kate Abbott is based in RYE BROOK, New York, working with RPM CAPITAL MANAGEMENT, LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Tracy Kate Abbott charge for services?
Tracy Kate Abbott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RPM CAPITAL MANAGEMENT, LLC?
RPM CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $86M 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 →