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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13Ryan Stelzer
Registered RepresentativeCRD 5058405
John Gering
Registered AdviserCRD 2707669
Mark Kowaleski
CRD 2504255
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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