Abacus Investments, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
14
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. Public records classify the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has provided little in the way of public-facing information about its advisory activities, client segments, fee schedules, or business operations. That lack of disclosure limits what can be said about its target clients or service model from the available data set.

Assets & Accounts

Location & Offices

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 14
  • Mark Kowaleski

    CRD 2504255

  • Rada Miskov

    Registered RepresentativeCRD 2121609

  • Violet Rank

    Registered RepresentativeCRD 845735

Unlock 11 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