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Building 2ABACUS WEALTH MANAGEMENT INC

Map pinPACIFIC PALISADES, CA
Phone310-566-1888
NotebookSEC #801-57525
Total AUM
$98M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17383 SUNSET BLVD.STE. A360
PACIFIC PALISADES
CA 90272
USA
Operating Hours
9-5PM
Monday - Friday
Phone
310-566-1888

ReceiptFinancials

Total AUM
$98M
Accounts
60
Discretionary
$95M
Accounts
57
Non-Discretionary
$3M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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