Abacus Investments, Inc.
Firm details
- Headquarters
- Dousman, Wisconsin
- CRD number
- 35127
- Registered since
- September 29, 1993
Firm profile
FINTRXOverview
Abacus Investments, Inc. is registered as an SEC adviser and has been on the registry since 1993. The firm is organized as a corporation and its ownership is listed as a mix of domestic entities and individuals. Public records classify the firm as unclassified and show it does not identify as a multi-state adviser, a pension consultant, a related adviser, or a capital allocator. It is also not flagged as an active ESG investor. The firm did not provide disclosures around its client segments, fee schedules, specific advisory activities, or external affiliations. There is no description in the available data about investment approach, target client profile, or the types of accounts it serves.
Assets & Accounts
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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