429 Santa Monica Blvd.
Suite 500
Santa Monica, California 90401
Tel: 888-422-2287
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.
SEC Current Status | Approved |
Firm CRD# | 128590 |
SEC# | 801-62557 |
Assets Managed by Firm | $2,834,445,228 |
No. of Clients | 5553 |
No. of Advisors | 71 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5553 | $2,834,445,228 |
Individuals (other than high net worth individuals) | 1029 | $640,971,714 |
High net worth individuals | 468 | $1,990,595,514 |
Pension and profit sharing plans | 16 | $39,552,831 |
Charitable organizations | 14 | $141,549,404 |
Corporations or other businesses | Fewer than 5 clients | $2,510,765 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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