Sign in
Create a free account
ABACUS WEALTH PARTNERS
SANTA MONICA, CA
888-422-2287
SEC #801-62557Total AUM
$3.6B
Employees
65Clients
1,574Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
429 SANTA MONICA BLVD.
SUITE 500
SANTA MONICA
CA 90401
United States
SUITE 500
SANTA MONICA
CA 90401
United States
Operating Hours
9:00AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-422-2287
Other Offices
31
Financials
Total AUM
$3.6B
Accounts
6,030Discretionary
$3.6B
Accounts
6,021Non-Discretionary
$8.3M
Accounts
9
Clients
Individual Clients
800AUM
$346.4M
HNW Individual Clients
747AUM
$2.8B
Charitable Organization Clients
22AUM
$390.6M
Corporation or Business Clients
5AUM
$12.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AZCACOCTDCFLGAHIILKSLAMAMDMEMIMTNCNHNJNMNVNYOHORPASCSDTXUTVAVTWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.