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ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC
STATE COLLEGE, Pennsylvania
·
6 registered advisors
·
CRD# 111740
SEC# 801-60373
0
814.861.3810
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at ABUNDANCE WEALTH COUNSELORS, LLC
6 registered advisors
Blake Justin Defluri
STATE COLLEGE, Pennsylvania
CRD# 5194177
Cheryl Lynn Bartram
STATE COLLEGE, Pennsylvania
CRD# 6013315
Jamie Lee Felker
STATE COLLEGE, Pennsylvania
CRD# 5769657
John James Schaffer
STATE COLLEGE, Pennsylvania
CRD# 6291332
Lauren Gail Gretchen
STATE COLLEGE, Pennsylvania
CRD# 2690894
Richard Frank Defluri
STATE COLLEGE, Pennsylvania
CRD# 851214
05
Office Locations
STATE COLLEGE, Pennsylvania
6 advisors
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Data sourced from SEC Form ADV filings. ABUNDANCE WEALTH COUNSELORS, LLC (CRD# 111740) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.