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Abraham Abich

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
498 clients
Average Client Portfolio
$457K average
Assets Under Management
$227.6M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Abraham is the President and an agent at Abich Financial Services, Inc., where he focuses on insurance sales and services, dedicating nearly full-time hours to this role. He is also a member of the Loudoun County Chamber of Commerce, dedicating minimal time.

Employment History
Current Registrations
Abich Financial Wealth Management, LLC
March 2022 - Present · 3 yrs 11 mos
State Registrations3 states
MDSCVA
Advisor
Exams
No exam information available for this advisor.