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ABBEY STREET

EDEN PRAIRIE, MN · CRD 305107 · IAPD ↗ · (952) 224-7272

$375.4MRegulatory AUM
7Advisory reps
13Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ABBEY STREET now reports custody of client assets ($375.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2025 — ABBEY STREET reported RAUM up 29% ($245.0M -> $315.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — ABBEY STREET reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
April 2024 — ABBEY STREET notice-filed in FL, OR, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — ABBEY STREET reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — ABBEY STREET reported RAUM up 27% ($192.6M -> $245.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.