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Building 2ABACUS PLANNING GROUP, INC.

Map pinCOLUMBIA, SC
Phone803-933-0054
NotebookSEC #801-55414
Total AUM
$2.2B
Employees
30
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 DEVINE STREET
COLUMBIA
SC 29205-2400
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
803-933-0054
Other Offices
2

ReceiptFinancials

Total AUM
$2.2B
Accounts
2,854
Discretionary
$2.1B
Accounts
2,818
Non-Discretionary
$81.6M
Accounts
36

ContactClients

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Individual Clients
52
AUM
$32.6M
HNW Individual Clients
255
AUM
$2B
Pension/Profit Sharing Plan Clients
10
AUM
$70.7M
Charitable Organization Clients
11
AUM
$97.6M
Corporation or Business Clients
1
AUM
$121.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLGANCNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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