Abacus Investments, Inc.
Firm details
- Headquarters
- Dousman, Wisconsin
- CRD number
- 35127
- Registered since
- September 29, 1993
Firm profile
FINTRXOverview
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
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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