Nancy Abrams & Associates, Inc. is a large advisory firm based in Beverly Hills. It manages $129.67 million of regulatory assets for 258 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Nancy Abrams & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nancy Abrams & Associates, Inc. is $129.67 million. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nancy Abrams & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nancy Abrams has been acting as President since 1 Aug 1999. Susan Barg Factor joined the executive team most recently as the Chief Compliance Officer.
The principal office where Nancy Abrams & Associates, Inc. performs its advisory services is located at 9465 Wilshire Blvd., Suite 450, Beverly Hills, CA 90212, 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 310-385-7706 or by fax 310-385-7703. The normal business hours are 9am-4pm on Monday - Friday.