ABENS FINANCIAL SERVICES INC

Overview

Abens Financial Services Inc is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm is owned by an individual and bills clients through a mix of percentage-of-AUM, hourly and fixed fees. Investment activity centers on liquid public markets with a clear preference for equities; exchange-traded equities represent the dominant allocation approach. Abens is not positioned as a capital allocator—meaning it relies on external managers and fund vehicles rather than running captive private-capital programs—and it does not identify as an active ESG investor. Client coverage includes both individual and institutional relationships, and the firm's advisory mandate emphasizes model-driven and tailored portfolios for smaller institutional or family accounts. Given the firm’s stated use of third-party alternative managers, Abens supplements public market strategies with allocations to private equity, real estate and digital currency through external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices