Abacus Wealth Partners LLC
Nom légal: ABACUS WEALTH PARTNERS, LLC
Coordonnées complètes
Abacus Wealth Partners LLC
429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA
888-422-2287
Autre info
Abacus Wealth Partners, LLC est une société à responsabilité limitée basée en Pennsylvanie avec 55 employés, dont 32 offrent des services de conseil. Bien que le nombre de clients servis par la société soit inconnu, son statut SEC est marqué comme approuvé, avec son inscription remontant au 2 janvier 2004.
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Propriétaires directs
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ABACUS WEALTH MANAGEMENT, INC.
VOTING MEMBER possède plus de 25% mais moins de 50%
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BARBARA JACOBS WOLF
FINANCIAL ADVISOR & PARTNER possède Moins de 5%
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BARRETT SEAN PORTER
FINANCIAL ADVISOR AND PARTNER possède Moins de 5%
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BRENTON W. KESSEL
CO-CEO possède Moins de 5%
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DARIUS GEISER GAGNE
CIO AND PARTNER possède plus de 10% mais moins de 25%
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DAVID ALLEN DEWOLF
CFO AND PARTNER possède plus de 10% mais moins de 25%
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EILEEN SEEMAN FREIBURGER
FINACIAL ADVISOR AND PARTNER possède Moins de 5%
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GABRIEL STEPHEN BRENNER
FINANCIAL ADVISOR AND PARTNER possède Moins de 5%
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GREGORY VINCENT ALOIA
FINANCIAL ADVISOR AND PARTNER possède Moins de 5%
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JASON M COLE
FINANCIAL ADVISOR AND PARTNER possède Moins de 5%
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JESSICA LU
CHIEF COMPLIANCE OFFICER possède Moins de 5%
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JONATHAN DANIEL BRUCE
PRESIDENT possède Moins de 5%
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KARI JEAN GLOSSER
FINANCIAL ADVISOR & PARTNER possède Moins de 5%
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KELLY JAYNE ACHESON
CLIENT SERVICE ASSOCIATE MANAGER & PARTNER possède Moins de 5%
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LARA GASTON LAMB
FINANCIAL ADVISOR & PARTNER possède Moins de 5%
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NEELA NANCY BUSHNELL
FINANCIAL ADVISOR AND PARTNER possède Moins de 5%
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SHERMAN FINANCIAL, INC.
VOTING MEMBER possède plus de 25% mais moins de 50%
-
SPENCER DAVID SHERMAN
CO-CEO possède Moins de 5%
Propriétaires indirects
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BRENTON WARWICK KESSEL
SHAREHOLDER possède 75% ou plus
-
SPENCER DAVID SHERMAN
SHAREHOLDER possède 75% ou plus
Les gardiens
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BANK OF AMERICA, N.A.
États Unis -
MILLENIUM TRUST COMPANY
États Unis -
TD AMERITRADE
États Unis