Abg, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
167190
Registered since
March 4, 2014

Firm profile

FINTRX

Overview

Abg, LLC is organized as a limited liability company and is identified in FINTRX as a domestic entity with individual ownership. Public disclosures for the firm are sparse: classification is listed as unclassified and the firm has not provided detail on its client segments, fee schedules, business lines or specific advisory activities. The dataset also flags several negative attributes — Abg, LLC is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not identified as newly formed, and is not presented as a pension consultant or related adviser. The record notes two office locations but does not supply address-level or market information. That lack of operational detail in core fields (clients, services, fees, advisory activities) limits the ability to profile a target client, investment approach or service model from public sources.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jacqueline Di Paola

    Chief Compliance OfficerCRD 4275625

Contacts

3 of 7
  • Michael Marrone

    Michael Marrone

    FinOpCRD 4859949

  • John Oliver

    John Oliver

    Senior AdvisorCRD 4938716

  • Jackson Eisenpresser

    Jackson Eisenpresser

    Managing DirectorCRD 4902885

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
725 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth