ABACO RETIREMENT ADVISORS LLC
Firm details
- Headquarters
- ,
- CRD number
- 339297
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Abaco Retirement Advisors LLC is organized as a limited liability company that provides portfolio management for individuals and small businesses and lists pension consulting among its advisory activities. FINTRX indicates the firm charges either a percentage of assets under management or fixed fees. The database flags the firm as not being a capital allocator and not an active ESG investor. Industry affiliations include connections to insurance companies and pension consulting channels. FINTRX does not report an SEC registration year or a conventional adviser classification for the firm.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CODIE THOMAS
Founder, Lead AdvisorCRD 5727239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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