Abendstern Wealth Management, Inc.
Firm details
- Headquarters
- Shenandoah, Texas
- CRD number
- 172715
- Website
- abendsternwm.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Abendstern Wealth Management, Inc. is a small corporate RIA that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports ownership that includes both a domestic entity and an individual. It does not identify as an active ESG investor and is classified in the source data as unclassified rather than by a traditional wirehouse/broker-dealer/RIA subtype.
Assets & Accounts
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
Contacts
3 of 4Arturo Cardenas Chagoya
Investment Advisor RepresentativeCRD 6458353
Carlos Alvarez
President, CCOCRD 2508410
Ener Escobar Aguirre
Investment Advisor RepresentativeCRD 6458349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shenandoah, TX
Montgomery
Location
Shenandoah, TX
Headquartered in Shenandoah, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 150 Pine Forest Dr
- Time zone
- CT (UTC-6)
- Office locations
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