Abundance Financial Coaching, LLC
Firm details
- Headquarters
- Davenport, Iowa
- CRD number
- 175055
- Website
- abundancefinancial.net
- Fee structure
- Percentage of AUM
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Abundance Financial Coaching, LLC is a privately owned limited liability company that acts as a capital allocator and adviser. The firm charges fees as a percentage of assets under management and focuses its advisory work on selecting third-party managers and delivering educational seminars and workshops. The data indicates the firm does not position itself as an active ESG investor. Corporate ties include relationships with a law firm and an insurance company, and the adviser is classified as an individual-owned entity. SEC registration details and the firm’s formal classification beyond the LLC designation are not specified in the source material.
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 3
Dennis Duffy
Financial CoachCRD 5066464

Victor Veprauskas
ShareholderCRD 7286953

Ryan Denman
Financial CoachCRD 6180720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Davenport, IA
Scott
Location
Davenport, IA
Headquartered in Davenport, IA, anchoring the Davenport-Moline, IA-IL metro in the Midwest.
- Metro area
- Davenport-Moline, IA-IL
- Region
- Midwest
- County
- Scott
- Address
- 1840 E 54th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Wealthspan Partners, LLC
RIADavenport, IA
Investment Consulting Group Inc
RIADavenport, IA
Quad-Cities Investment Group, LLC
RIADavenport, IA
Matheson & Rock Wealth Management, LLC
RIADavenport, IA
AOT Invest LLC
RIADavenport, IA
Pecaut Wealth Management
RIASioux City, IA