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Abundance Technologies, Inc. (Mason)


Abundance Technologies, Inc. is a large advisory firm based in Mason. It manages $2.29 billion of regulatory assets for 23,120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Abundance Technologies provides portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Abundance Technologies: assets under management

The assets under management (AUM) of Abundance Technologies, Inc. is $2.29 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 423% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.29 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.09 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Abundance Technologies, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mason

The principal office where Abundance Technologies, Inc. performs its advisory services is located at 5955 Deerfield Blvd., Mason, OH 45040, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 513-204-8000 or by fax 513-204-8005. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at maa.com.


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