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ABOUND FINANCIAL, LLC
ABOUND FINANCIAL, LLC
ABOUND FINANCIAL
GRANITE BAY, California
·
1 registered advisor
·
CRD# 327724
SEC# 801-128697
1
916-846-7780
01
Firm Overview
AUM
$352M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ABOUND FINANCIAL, LLC
1 registered advisor
David Alexander Laut
GRANITE BAY, California
CRD# 5139179
05
Office Locations
GRANITE BAY, California
1 advisor
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Data sourced from SEC Form ADV filings. ABOUND FINANCIAL, LLC (CRD# 327724) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.