Abraham, Robert Ralph Jr
RIAState Registered
Total AUM
$7.4M
Discretionary
$6.2M
84% of AUM
Avg account
$388K
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 127627
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI78.95%
- Individuals21.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Abraham, Robert Ralph Jr. operates as a sole proprietorship and is registered as an independent registered investment adviser. The practice focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.
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
- Exchange Traded Equities50%
- US Government Bonds25%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents8%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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