Aber Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aber Investments is an independent registered investment adviser serving a small number of individual clients with portfolio management and related advisory services. The firm reports $31.2 million in assets under management and states it charges clients on a percentage-of-AUM fee basis.
Their brochure describes methods of analysis, investment strategies, risk disclosures, and procedures for periodic account reviews, indicating documented processes for investment selection and monitoring. Sections covering review of accounts, custody, and investment discretion describe how the adviser oversees client accounts and compliance matters directly.
What is distinctive is the firm’s very small client base relative to its assets under management — nine client relationships imply an average account size above $3 million, which is larger than typical for independent advisers that more often serve non‑HNW individuals. The brochure also includes a section on performance-based fees and side‑by‑side management, an item that is less common for firms of this size.
Client services
Main office
Boca Raton FL
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Aber Investments · Nancy Lea Aber
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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