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 appears in SEC records dating to 1993. The registry entries indicate ownership that includes both a domestic entity and an individual owner. The firm's profile in the source database is categorized as "unclassified," which suggests the provider did not assign a specific investment-strategy or client-segment label. The dataset flags several operational attributes: Abacus Investments is not listed as a capital allocator, is not identified as an active ESG investor, is not multi-state, is not newly formed, and is not described as a pension consultant or a related adviser. The provider did not supply descriptions of the firm’s fee schedule, advisory activities, investment preferences, client base, or other business activities. Given the limited public detail in the available data, direct review of the firm’s regulatory filings and outreach to firm management will be necessary to understand its current services, target clients, and investment approach.
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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