Bank / Wealth / TrustRIA · CRD 111040SEC-Registered

Updated:

Abbot Financial Management

Abbot Financial Management is an SEC-registered investment adviser in Andover, MA, established in 1983. The firm manages $303 million in assets.

Abbot Financial Management logo

Abbot Financial Management

Abbot Financial Management is an SEC-registered investment adviser in Andover, MA, established in 1983. The firm manages $303 million in assets. It employs 4 people, including 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1983

Location

Region

North America

Country

United States

City

Andover

Corporate office

Andover, United States

Frequently asked questions

What is Abbot Financial Management?

Abbot Financial Management is a bank / wealth / trust headquartered in Andover, United States.

When was Abbot Financial Management founded?

Abbot Financial Management was founded in 1983.

Where is Abbot Financial Management headquartered?

Abbot Financial Management is headquartered in Andover, United States, in the North America region.

What does Altss track for Abbot Financial Management?

Altss maintains an OSINT-verified profile of Abbot Financial Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Abbot Financial Management's website?

Abbot Financial Management's public website is www.abbotfm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Abbot Financial Management?

Abbot Financial Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.

How does Altss source intelligence on Abbot Financial Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Abbot Financial Management's Altss profile last updated?

Abbot Financial Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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