ABACUS INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
DOUSMAN, Wisconsin
CRD number
35127
Registered since
September 29, 1993

Firm profile

FINTRX

Overview

Abacus Investments, Inc. is organized as a corporation and has been SEC-registered since 1993. Publicly reported metadata identifies the ownership as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the dataset and is not reported to act as a capital allocator, pension consultant, related adviser, or multi-state adviser. It is not flagged as an active ESG investor and is not described as a newly formed adviser. The firm has not supplied details about its core business activities, advisory offerings, client segments, or fee arrangements in the data provided. That lack of disclosure limits what can be said about its investment process, target clients, or typical services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 15
  • MARK KOWALESKI

    CRD 2504255

  • RADA MISKOV

    Registered RepresentativeCRD 2121609

  • VIOLET RANK

    Registered RepresentativeCRD 845735

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DOUSMAN, WI

WAUKESHA

Location

DOUSMAN, WI

Headquartered in DOUSMAN, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
WAUKESHA
Address
S33 W35676 Mdw Trl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth