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ABRAMSON FINANCIAL PLANNING, LLC
Abramson Financial Planning, LLC is an SEC-registered investment adviser in Burlingame, CA. It has one employee and one investment adviser. The firm is based...
ABRAMSON FINANCIAL PLANNING, LLC
Abramson Financial Planning, LLC is an SEC-registered investment adviser in Burlingame, CA. It has one employee and one investment adviser. The firm is based in Burlingame.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Abramson Financial Planning a single family office or multi-family office?
Abramson Financial Planning operates as a multi-family office and registered investment adviser (RIA). It serves multiple families and individuals rather than a single wealth source, which distinguishes it from a single-family office.
Who leads investment decisions at Abramson Financial Planning?
Gerald W. Abramson is the principal and likely CEO or lead advisor, responsible for investment strategy and client relationships. The firm's leadership structure is not further detailed in public filings.
What asset classes does Abramson Financial Planning typically use?
Per public record and typical RIA practice, the firm allocates client capital across public equities, fixed income, real estate, and private placements. The exact mix varies by client mandate.
Is Abramson Financial Planning registered with the SEC?
Yes, the firm is registered as an investment adviser with the U.S. Securities and Exchange Commission. This registration imposes fiduciary duties and regular regulatory reporting.
Where does the underlying wealth at Abramson Financial Planning come from?
Wealth origin for the families served is not publicly attributed. The firm's client base is high-net-worth families, but specific source of fortunes is not disclosed.
Does Abramson Financial Planning disclose its AUM?
No, the firm does not publicly report assets under management. Regulatory filings may contain AUM ranges but this information is not currently accessible.
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