Abacus Investments, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
15
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 15
  • Mark Kowaleski

    CRD 2504255

  • Rada Miskov

    Registered RepresentativeCRD 2121609

  • Violet Rank

    Registered RepresentativeCRD 845735

Unlock 12 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth