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 organized as a corporation and has been SEC-registered since 1993. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the FINTRX snapshot and is not identified as a capital allocator. FINTRX indicates the adviser is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not serve as a pension consultant or related adviser. Public disclosures in the available FINTRX record are limited: fields for client base, fee structure, business activities, and advisory activities were not provided. That suggests either minimal public reporting or a narrow set of services that were not detailed in the data source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Wealth teams

FINTRX

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