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Abbey Street

EST. AUM
$375,395,430

CONTACTS
6

CLIENT ACCOUNTS
139

Firm Details

Metro area Minneapolis
CRD Number 305107
Website abbeystreet.com
Client types

Overview

Abbey Street is located in Eden Prairie, near Minneapolis. Specializing in private wealth management and retirement plan services for businesses and families, Abbey Street tailors portfolios to align with clients' risk preferences and investment objectives. The firm emphasizes diversification and asset allocation across various asset classes and vehicles, with a primary focus on mutual funds and ETFs. Director of Investments, Brandt Colville, leads the research team, ensuring a comprehensive approach to investment strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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