National Retirement Planning Experts

National Coverage
Local Professionals

ABACUS WEALTH PARTNERS

429 Santa Monica Blvd.
Suite 500
Santa Monica, California 90401
Tel: 888-422-2287

Need a Financial Advisor?
Compare Vetted Advisors

About ABACUS WEALTH PARTNERS

ABACUS WEALTH PARTNERS, formally registered with the SEC as ABACUS WEALTH PARTNERS. The firm was established in 01/02/2004. They have over 16 offices throughout the country.

ABACUS WEALTH PARTNERS is a Santa Monica, California based Financial Planning firm with nearly $2,834,445,228 assets under management, offering retirement planning & investment advisory services to 5553 clients. The firm is staffed with 71 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#128590
SEC# 801-62557
Assets Managed by Firm $2,834,445,228
No. of Clients 5553
No. of Advisors 71

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total5553$2,834,445,228
Individuals (other than high net worth individuals)1029$640,971,714
High net worth individuals468$1,990,595,514
Pension and profit sharing plans16$39,552,831
Charitable organizations14$141,549,404
Corporations or other businessesFewer than 5 clients$2,510,765
Inquire with ABACUS WEALTH PARTNERS

More Retirement Planning firms in Santa Monica, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$2,936,601,179,276183581331
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$2,406,691,634,676481754
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,248,547,388,86327823177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$782,620,910,1602420411007
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104
$322,933,193,102762295

Explore More Retirement Advisors in Santa Monica, California