ABACUS FCF ADVISORS LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 135152
- Registered since
- September 2, 2011
- Website
- abacusfcf.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies98.91%
- Other Investment Advisers1.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Abacus Fcf Advisors LLC is an SEC-registered investment adviser organized as an LLC that began registration in 2011. The firm manages portfolios for a mix of institutional and private clients, including individuals/small businesses, investment companies, and other businesses or institutions. Its clients are charged fees based on a percentage of assets under management. The adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm lists advisory activities that span discretionary portfolio management across client types.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2DERIN COHEN
Chief Operating Officer, Chief Compliance Officer and General CounselCRD 6070228
JAY JACKSON
Chairman and Chief Executive OfficerCRD 2543067
Contacts
2 of 2Fei Xue
Vice PresidentCRD 5506774
Qijun Chen
Director of ResearchCRD 7197843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 333 S Garland Ave
- Time zone
- ET (UTC-5)
- Office locations
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