ABBEY HILL FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 126813
- Website
- abbeyhilladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI45.68%
- Pension & Profit Sharing Plans42.76%
- Individuals11.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Abbey Hill Financial Advisors, LLC operates as an independent registered investment advisor (RIA) and provides a range of financial services. The firm focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Abbey Hill Financial Advisors caters to both individual and family clients as well as institutional clients, employing a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities9%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Contacts
2 of 2Theodore Goodyear
ConsultantCRD 7157987
TIMOTHY GOODYEAR
Financial Advisor, Investment ManagerCRD 4062308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
TC ADVISORS LTD.
RIASALINA, KS
OCEAN AVENUE WEALTH MANAGEMENT
RIASANTA MONICA, CA
J.P. WEALTH MANAGEMENT, LLC
RIAGRIDLEY ASSOCIATES INC
RIAINSPIRE WEALTH PARTNERS
RIAVON ADELUNG WEALTH MANAGEMENT
RIAMONTROSE, CA