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Abidar, Lahcen (Walnut Creek)


Abidar, Lahcen is a large advisory firm based in Walnut Creek. It manages $26 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Abidar, Lahcen provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Abidar, Lahcen: assets under management

The assets under management (AUM) of Abidar, Lahcen is $26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $371.43 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Abidar, Lahcen for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Walnut Creek

The principal office where Abidar, Lahcen performs its advisory services is located at 1300 Creekside Drive #203, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-353-5871 or by fax 925-988-0329. The normal business hours are 8am to 4pm on Monday - Friday.


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