ABUNDANCE WEALTH COUNSELORS, LLC of STATE COLLEGE, PA is an SEC-registered investment adviser (CRD 111740). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Investment cos.
| Name | Role | Location |
|---|---|---|
| Blake Justin Defluri | TRUSTEE | — |
| Ryan Ohlson | CHIEF COMPLIANCE OFFICER | — |
| DREESE RONALD PAUL | CHIEF COMPLIANCE OFFICER; SECRETARY, TREASURER, DIRECTOR; SHAREHOLDER (+2 more) | — |
| DEFLURI RICHARD FRANK | MANAGING MEMBER; MANAGING MEMBER/CHIEF INVESTMENT OFFICER; PRESIDENT (+3 more) | — |
| SHUTE KAREN PAIGE | SHAREHOLDER; VICE PRESIDENT | — |
| FELKER JAMIE LEE | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING & CHIEF COMPLIANCE OFFICER | — |
| CABER GEOFFREY PATRICK | CHIEF INVESTMENT & CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER | — |
| GRETCHEN LAUREN GAIL | CHIEF COMPLIANCE OFFICER | — |
| BARTRAM CHERYL LYNN | CHIEF OPERATING OFFICER | — |
| SCHAFFER JOHN JAMES | CHIEF COMPLIANCE OFFICER | — |
| DEFLURI BLAKE JUSTIN | TRUSTEE | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FOUNDATION PREMIUM INCOME FUND, LP | Hedge Fund | Delaware | 85 | $54.2M | $250K |
| FOUNDATION GLOBAL INFRASTRUCTURE FUND, LP | Hedge Fund | Delaware | 30 | $19.7M | $250K |