ABRAHAM & CO., INC.
SEC RegisteredWe strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.
About the firm
At Abraham & Co., we serve as your fiduciary financial advisor and source of retirement support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, and asset management.
Who they serve
Individual investors and entrepreneurs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 320 | $82M |
| High Net Worth Individuals | 35 | $35M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Tier 1 | 1.50% |
| Tier 2 | 1.25% |
| Tier 3 | 1.00% |
| Tier 4 | 0.90% |
| Tier 5 | 0.00% |
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ABRAHAM & CO., INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.