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ABACUS PLANNING GROUP, INC.
2500 Devine Street
Columbia, South Carolina 29205-2400
Tel: 803-933-0054
About ABACUS PLANNING GROUP, INC.
ABACUS PLANNING GROUP, INC, formally registered with the SEC as ABACUS PLANNING GROUP, INC. The firm was established in 04/03/1998. They have over 3 offices throughout the country.
ABACUS PLANNING GROUP, INC. is a Columbia, South Carolina based Financial Planning firm with nearly $1,681,630,457 assets under management, offering retirement planning & investment advisory services to 2566 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107994 |
| SEC# | 801-55414 |
| Assets Managed by Firm | $1,681,630,457 |
| No. of Clients | 2566 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2566 | $1,681,630,457 |
| Individuals (other than high net worth individuals) | 43 | $27,149,079 |
| High net worth individuals | 236 | $1,574,559,779 |
| Pension and profit sharing plans | 9 | $39,592,299 |
| Charitable organizations | 6 | $40,329,300 |
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