Lundeen Abrams Advisors

EST. AUM
$18,938,990

CONTACTS

CLIENT ACCOUNTS
138

Firm Details

Metro area Minneapolis
CRD Number 310589
Website lundeenabrams.com
Client types

Overview

Lundeen Abrams Advisors is an independent wealth management and financial planning firm based in Minnetonka, Minnesota. The firm specializes in helping women age 65 and older through customized asset management, financial planning, and legacy planning. Its client-centered approach emphasizes long-term relationships, proactive planning, and personalized financial guidance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Lundeen Abrams Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company