# Abbot Financial Management

Abbot Financial Management is a Bank / Wealth / Trust based in Andover, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Andover, United States
- **Region:** North America
- **Address:** Andover, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** www.abbotfm.com
- **LinkedIn:** https://www.linkedin.com/company/abbot-financial-management-inc

## Regulatory record

- **CRD number:** 111040
- **SEC file number:** 801-19944
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-09-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111040

## About

Abbot Financial Management is a privately-owned, independent asset manager that has served clients and the community since 1983. AFM provides investment services on a fee-only basis to individuals, families, corporations, retirement plans and foundations. The firm seeks consistent investment returns from high-quality portfolios of stocks and bonds while protecting assets and growing principal, with an emphasis on flexibility, communication and customer service.

## Related profiles

- [Abbit Management](https://altss.com/profile/abbit-management)
- [Abbott Medical Optics](https://altss.com/profile/abbott-medical-optics)

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Last updated: 2026-08-11T15:05:57.154Z

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