Aberdeen Fund Managers Inc (Ft. Lauderdale)

Aberdeen Fund Managers Inc is a large advisory firm based in Ft. Lauderdale. It manages $614.07 million of regulatory assets for 24 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.

Aberdeen Fund Managers provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aberdeen Fund Managers: assets under management

The assets under management (AUM) of Aberdeen Fund Managers Inc is $614.07 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $614.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.59 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aberdeen Fund Managers Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aberdeen Fund Managers Inc

Susan Elizabeth Mullin has been acting as President since 1 Sep 2001. Richard Ditlev Fabricius joined the executive team most recently as the Director Of Sales And Marketing, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Aberdeen Asset Management Plc	Shareholder	1 Jan 1994	75% - 100%	n/a
Beverly (Nmn) Hendry	Chief executive officer, chief opeartions officer, vice president, treasurer and director	1 Aug 1995	Other	4375005
Martin James Gilbert	President and director	1 Aug 1995	Other	4360394
Beverley (Nmn) Hendry	Chief executive officer, chief operations officer, vice president, treasurer and director	1 Aug 1995	Other	4375005
Richard Ditlev Fabricius	Director of sales and marketing, director	1 Dec 1997	Other	4375010
Susan Elizabeth Mullin	Director	1 Sep 2001	Other	1684627

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Phoenix Home Life Mutual Insurance Company	Indirect shareholder	1 Mar 1996	25% - 50%	n/a
Inc. Pm Holdings	Indirect shareholder	1 Mar 1996	75% - 100%	n/a
Inc. The Phoenix Companies	Indirect shareholder	1 Mar 1996	25% - 50%	n/a
Prolific (Holdings) Limited	Indirect shareholder	1 Sep 1997	75% - 100%	n/a
Scottish Provident Institution	Indirect shareholder	1 Sep 1997	75% - 100%	n/a

Based in Ft. Lauderdale

The principal office where Aberdeen Fund Managers Inc performs its advisory services is located at 300 Se 2 Nd Street, Ft. Lauderdale, FL 33301, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 954-767-9900 or by fax 954-767-6006. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.