Abacus Investments, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Abacus Investments, Inc. is registered as an SEC adviser and has been on the registry since 1993. The firm is organized as a corporation and its ownership is listed as a mix of domestic entities and individuals. Public records classify the firm as unclassified and show it does not identify as a multi-state adviser, a pension consultant, a related adviser, or a capital allocator. It is also not flagged as an active ESG investor. The firm did not provide disclosures around its client segments, fee schedules, specific advisory activities, or external affiliations. There is no description in the available data about investment approach, target client profile, or the types of accounts it serves.

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 13
  • Ryan Stelzer

    Registered RepresentativeCRD 5058405

  • John Gering

    Registered AdviserCRD 2707669

  • Mark Kowaleski

    CRD 2504255

Unlock 10 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth