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. Publicly reported metadata identifies the ownership as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the dataset and is not reported to act as a capital allocator, pension consultant, related adviser, or multi-state adviser. It is not flagged as an active ESG investor and is not described as a newly formed adviser. The firm has not supplied details about its core business activities, advisory offerings, client segments, or fee arrangements in the data provided. That lack of disclosure limits what can be said about its investment process, target clients, or typical services.
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 15MARK KOWALESKI
CRD 2504255
RADA MISKOV
Registered RepresentativeCRD 2121609
VIOLET RANK
Registered RepresentativeCRD 845735
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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