Abacus Investments, Inc.
Firm details
- Headquarters
- Dousman, Wisconsin
- CRD number
- 35127
- Registered since
- September 29, 1993
Firm profile
FINTRXOverview
Abacus Investments, Inc. is organized as a corporation and has been registered with the SEC since 1993. The firm is identified as a domestic entity with individual ownership and is categorized in FINTRX as unclassified. The profile notes that Abacus Investments does not self-identify as an active ESG investor, is not listed as a multi-state adviser, and is not described as a capital allocator, pension consultant, newly formed adviser, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 15Mark Kowaleski
CRD 2504255
Rada Miskov
Registered RepresentativeCRD 2121609
Violet Rank
Registered RepresentativeCRD 845735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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