Abacus Investments, Inc.

Broker-DealerFINRA Member
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 organized as a corporation with ownership attributed to a combination of a domestic entity and an individual. The firm's public profile is limited: it is categorized as unclassified and does not identify itself as a capital allocator. Available data indicate Abacus Investments does not position itself as an active ESG investor, and it is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not disclosed specifics about its client base, fee model, or day-to-day advisory activities in the source material. There are no published details on investment mandates, sector or geographic preferences, or manager allocation tendencies in the records provided.

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