Abbot Financial Management, Inc
Abbot Financial Management, Inc is an SEC-registered wealth manager in Andover, MA with $303.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Abbot Financial Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111040, SEC 801-19944, data through 2025-09-24.
- AUM (assets under management / regulatory AUM)
- $303.0M (2025-09-24)
- Firm type
- Wealth Manager
- Location
- Andover, MA
- Employees
- 4
- Clients
- 202
- CRD
- 111040
- Ownership
- NOVELLINE, WILLIAM, THOMAS; NOVELLINE, ANDREW, J; NOVELLINE, ANDREW, JAMES
How much AUM does Abbot Financial Management, Inc have?
Abbot Financial Management, Inc reported $303.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-24).
Who owns Abbot Financial Management, Inc?
Disclosed owners and executives of Abbot Financial Management, Inc include NOVELLINE, WILLIAM, THOMAS, NOVELLINE, ANDREW, J, NOVELLINE, ANDREW, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.