ABACUS WEALTH PARTNERS

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

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 14 offices throughout the country.

ABACUS WEALTH PARTNERS is a Santa Monica, California based Financial Planning firm with nearly $3,137,060,878 assets under management, offering retirement planning & investment advisory services to 5804 clients. The firm is staffed with 71 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128590
SEC#	801-62557
Assets Managed by Firm	$3,137,060,878
No. of Clients	5804
No. of Advisors	71

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	5804	$3,137,060,878
Individuals (other than high net worth individuals)	1045	$738,571,459
High net worth individuals	496	$2,162,297,966
Pension and profit sharing plans	8	$37,144,889
Charitable organizations	14	$174,862,404
Corporations or other businesses	5	$7,298,160

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