Financial Abundance, Inc.
CRD 143300SEC# 801-123653State College, PA
No longer SEC-registered. Financial Abundance, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$232.9M
Employees
4
Accounts
1,560
Location
State College, PA
Financial Abundance, Inc. assets under management
Financial Abundance, Inc. is an SEC-registered investment adviser based in State College, PA. It reports $232.9 million in regulatory assets under management and employs 4 people.
Financial Abundance, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashton Scott Immel | Chief Compliance Officer, Shareholder | 10-25% | 2022 |
| Rubin Paul Nichols Control | President, Shareholder | Over 75% | 2007 |
Frequently asked questions
How much does Financial Abundance, Inc. manage?
Financial Abundance, Inc. reports $232.9 million in regulatory assets under management on its Form ADV.
How many employees does Financial Abundance, Inc. have?
Financial Abundance, Inc. reports 4 employees.
Where is Financial Abundance, Inc. located?
Financial Abundance, Inc. is based in State College, PA.
Does Financial Abundance, Inc. disclose fund performance?
Financial Abundance, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2134 Sandy Drive, Suite 1, State College, PA 16803 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$232.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$232.9Mregulatory AUM
Discretionary $232.9M