Abram Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 151265
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Abram Asset Management is a small, privately held corporate advisory practice owned by an individual and focused on serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. It is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The adviser is not reported as a multi-state or newly formed adviser and has no noted related-adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities52%
- Cash & Cash Equivalents37%
- Non-Exchange Traded Equities11%
Contacts
1 of 1
Tarek Abouljoud
Portfolio ManagerCRD 2457530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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