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Last updated: January 16th, 2020. Data source: SEC filings.
Abacus Planning Group, federally registered in 1998, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 17 advisors. Abacus Planning Group manages $1.0 billion and provides investment advisory services for 238 clients (1:14 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||8|
|Percentage of Advisors Trusted||94%|
|Average Client Balance||$4,389,472|
|Total AUM||$1.0 billion|
|Advisor / Client Ratio||1:14|
|SEC Filings||Forms and Brochures (CRD # 107994)|
|State(s) Registered||FL, GA, NY, NC, OK, PA, SC, TX|