Abbot Financial Management, Inc
● SEC registered since 1983CRD 111040SEC# 801-19944Andover, MA
Reg. AUM
$303M
Employees
4
Accounts
515
Location
Andover, MA
Abbot Financial Management, Inc assets under management
Abbot Financial Management, Inc is an SEC-registered investment adviser based in Andover, MA. The firm has been registered since 1983. It reports $303 million in regulatory assets under management and employs 4 people.
Abbot Financial Management, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Novelline Control | President And Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Abbot Financial Management, Inc manage?
Abbot Financial Management, Inc reports $303 million in regulatory assets under management on its Form ADV.
How many employees does Abbot Financial Management, Inc have?
Abbot Financial Management, Inc reports 4 employees.
Where is Abbot Financial Management, Inc located?
Abbot Financial Management, Inc is based in Andover, MA and has been SEC-registered since 1983.
Does Abbot Financial Management, Inc disclose fund performance?
Abbot Financial Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 63 Park Street, Suite 202, Andover, MA 01810 |
| Phone | (978) 688-9010 |
| Fax | (978) 688-0090 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1714341 |
| Discloses disciplinary history | No |
Regulatory AUM
$303M▲ 11%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$303Mregulatory AUM
Discretionary $303M