Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251881914
SEC advisor number
801-60373
FINRA CRD number
111740
AUM ?
$1.19 bn
(as of 6 Mar 24)
Accounts
1,638
(as of 6 Mar 24)
Employees
26
(10 investment advisory or research)
Address
Abundance Wealth Counselors
232 REGENT COURT
STATE COLLEGE
PA 16801
232 REGENT COURT
STATE COLLEGE
PA 16801
Phone
814-861-3810
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22