Abunda Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1 Harbor Dr Ste 300, Sausalito, Californ...

Phone Number

(858) 925-7225

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
1
1
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About Abunda Financial

Abunda Financial offers comprehensive wealth management services, including investment management, financial planning, tax planning, and estate planning. The firm caters to individuals focused on preserving their wealth while seeking conservative growth and income. With offices in Sausalito and Solana Beach, California, Abunda Financial emphasizes a holistic approach and tailored advice for its clients. Their services also include personal finance courses and tax analysis.Explore more
Abunda Financial's Social MediaPopular SearchesAbunda Financial LLCAbunda FinancialAbundafinancial.comAbundafinancialAbunda Financial | 900 Larkspur Landing Cir, ..SIC Code 62,628NAICS Code 52,523Show more

Abunda Financial Org Chart

PhoneEmail
LB
United States flag for contact location.

Operations Coordinator

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Abunda Financial

<$5M
1-10
Private
-
2002
LB
Linda BockOperations Coordinator
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
<$5M
2004
LW
Lynette WheelerDirector of Client Care
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Abunda Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Abunda Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Abunda Financial.

Abunda Financial Tech Stack

A closer look at the technologies used by Abunda Financial

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Frequently Asked Questions Regarding Abunda Financial

What is Abunda Financial's official website?
Abunda Financial's official website is www.abundafinancial.com
What is Abunda Financial's Revenue?
Abunda Financial's revenue is <$5 Million
What is Abunda Financial's SIC code?
Abunda Financial's SIC: 62,628
What is Abunda Financial's NAICS code?
Abunda Financial's NAICS: 52,523
How many employees does Abunda Financial have?
Abunda Financial has 1-10 employees
What industry does Abunda Financial belong to?
Abunda Financial is in the industry of: Finance, Securities Trading
What is Abunda Financial competition?
Abunda Financial top competitors include: Advanced Portfolio Design, Radnor Financial Advisors, Fulcrum Wealth Advisors, Westover Capital Advisors
What technology does Abunda Financial use?
Some of the popular technologies that Abunda Financial uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact Abunda Financial?
Abunda Financial contact info: Phone number: (858) 925-7225 Website: www.abundafinancial.com
What does Abunda Financial do?

Abunda Financial offers comprehensive wealth management services, including investment management, financial planning, tax planning, and estate planning. The firm caters to individuals focused on preserving their wealth while seeking conservative growth and income. With offices in Sausalito and Solana Beach, California, Abunda Financial emphasizes... a holistic approach and tailored advice for its clients. Their services also include personal finance courses and tax analysis.Read More

What are Abunda Financial social media links?
Abunda Financial Linkedin page
Is Abunda Financial a public company?
Abunda Financial is private company therefore does not currently have an official ticker symbol
See more information about Abunda Financial

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