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Building 2ABARIS FINANCIAL GROUP, LLC

Map pinCONCORD, MA
Phone978-371-9649
NotebookSEC #801-64527
Total AUM
$145.5M
Employees
6
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
DAMONMILL SQUARE, 9 POND LANE
SUITE #1F
CONCORD
MA 01742
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
978-371-9649

ReceiptFinancials

Total AUM
$145.5M
Accounts
543
Discretionary
$145.5M
Accounts
543
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$52.9M
HNW Individual Clients
47
AUM
$88.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Charitable Organization Clients
1
AUM
$740.4K
Corporation or Business Clients
1
AUM
$261.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNYPARITX

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

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