Abacus Wealth Partners LLC
Nombre legal: ABACUS WEALTH PARTNERS, LLC
Detalles de contacto completos
Abacus Wealth Partners LLC
429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA
888-422-2287
Otra información
Abacus Wealth Partners, LLC es una compañía de responsabilidad limitada (LLC) con sede en Pensilvania, Estados Unidos, que cuenta con 55 empleados, incluyendo 32 que ofrecen servicios de asesoramiento. Aunque se desconoce el número de clientes atendidos por la empresa, su estado ante la Comisión de Valores y Bolsa (SEC) está marcado como Aprobado, y su registro data del 2 de enero de 2004.
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Propietarios directos
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ABACUS WEALTH MANAGEMENT, INC.
VOTING MEMBER posee más del 25% pero menos del 50%
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BARBARA JACOBS WOLF
FINANCIAL ADVISOR & PARTNER posee menos de 5%
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BARRETT SEAN PORTER
FINANCIAL ADVISOR AND PARTNER posee menos de 5%
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BRENTON W. KESSEL
CO-CEO posee menos de 5%
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DARIUS GEISER GAGNE
CIO AND PARTNER posee más del 10% pero menos del 25%
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DAVID ALLEN DEWOLF
CFO AND PARTNER posee más del 10% pero menos del 25%
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EILEEN SEEMAN FREIBURGER
FINACIAL ADVISOR AND PARTNER posee menos de 5%
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GABRIEL STEPHEN BRENNER
FINANCIAL ADVISOR AND PARTNER posee menos de 5%
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GREGORY VINCENT ALOIA
FINANCIAL ADVISOR AND PARTNER posee menos de 5%
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JASON M COLE
FINANCIAL ADVISOR AND PARTNER posee menos de 5%
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JESSICA LU
CHIEF COMPLIANCE OFFICER posee menos de 5%
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JONATHAN DANIEL BRUCE
PRESIDENT posee menos de 5%
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KARI JEAN GLOSSER
FINANCIAL ADVISOR & PARTNER posee menos de 5%
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KELLY JAYNE ACHESON
CLIENT SERVICE ASSOCIATE MANAGER & PARTNER posee menos de 5%
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LARA GASTON LAMB
FINANCIAL ADVISOR & PARTNER posee menos de 5%
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NEELA NANCY BUSHNELL
FINANCIAL ADVISOR AND PARTNER posee menos de 5%
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SHERMAN FINANCIAL, INC.
VOTING MEMBER posee más del 25% pero menos del 50%
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SPENCER DAVID SHERMAN
CO-CEO posee menos de 5%
Propietarios indirectos
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BRENTON WARWICK KESSEL
SHAREHOLDER posee 75% o más
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SPENCER DAVID SHERMAN
SHAREHOLDER posee 75% o más
Custodios
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BANK OF AMERICA, N.A.
Estados Unidos -
MILLENIUM TRUST COMPANY
Estados Unidos -
TD AMERITRADE
Estados Unidos