The Abc Squared

Overview

The Abc Squared is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. It focuses on financial planning for individual and family clients and charges for advice on an hourly or fixed-fee basis rather than percentage-based asset fees. The firm does not position itself as an institutional allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser. Its SEC registration year is not listed. An insurance company relationship is noted in the firm’s affiliations, which aligns with the presence of annuity solutions in its product mix.

Assets & Accounts

Investments & Alternatives