ABACUS WEALTH PARTNERS

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

About 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

Firm CRD#:

128590

Firm SEC#:

801-62557

Assets Under Management:

$3,137,060,878

No. of Clients:

5804

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)

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