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Abbrea Capital

EST. AUM
$1,190,810,620

CONTACTS
1

CLIENT ACCOUNTS
777

Firm Details

Metro area San Francisco
CRD Number 272029
Website abbrea.com
Client types

Overview

Abbrea Capital has merged with Cerity Partners, enhancing its capabilities in providing financial services. The firm focuses on delivering tailored financial solutions for individuals, families, corporations, and nonprofits. Their offerings include wealth management, investment solutions, estate planning, tax planning, and corporate venture capital, among others. Abbrea Capital emphasizes a personalized approach to financial advisory, aiming to match clients with advisors suited to their unique financial goals. The firm is recognized as an industry leader and is committed to leveraging the expertise of its advisors to address complex financial situations. For prospective clients, Abbrea Capital offers a complimentary discovery call to discuss their financial needs.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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