ABACUS WEALTH PARTNERS - Financial Advisor in California, Santa Monica

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

No. of Advisors:

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

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