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ABACUS WEALTH PARTNERS
Tel: 888-422-2287
429 Santa Monica Blvd. Suite 500
Santa Monica, California 90401
ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS is a Santa Monica, California based financial advisory firm with nearly $3,137,060,878 in assets under management and provides investment advisory services for 5804 clients. There are currently 71 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
128590
SEC#:
801-62557
No. of Clients:
5804
Assets under Management
$3,137,060,878
No. of Advisors:
71
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