ABACUS WEALTH PARTNERS
Abacus Wealth Partners provides investment advisory services in the United States as a financial services company. It offers wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. Abacus Wealth Partners also provides investment management services and estate planning services that include planning relationship and financial checkup services. Brenton W. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States.
ABACUS WEALTH PARTNERS
Industry:
Advice Business Intelligence Financial Services Information Services Insurance Real Estate Investment Service Industry Wealth Management
Founded:
1988-01-01
Address:
Santa Monica, California, United States
Country:
United States
Website Url:
http://www.abacuswealth.com
Total Employee:
11+
Status:
Active
Contact:
1-888-422-2287
Email Addresses:
[email protected]
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Current Employees Featured
Brenton Kessel
Brenton Kessel Co-founder and chief executive officer @ Abacus Wealth Partners Co-founder and chief executive officer 1996-01-01
Spencer Sherman
Spencer Sherman Founder and Advisor @ Abacus Wealth Partners Founder and Advisor 1998-01-01
Jessica Lu
Jessica Lu Director of operations @ Abacus Wealth Partners Director of operations 2012-06-01
Jessica Lu
Jessica Lu Chief Operating Officer @ Abacus Wealth Partners Chief Operating Officer 2019-01-01
JD Bruce
JD Bruce Chief of Innovation @ Abacus Wealth Partners Chief of Innovation 2020-12-01
Founder
Brenton Kessel
Spencer Sherman
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2021-03-03 | Robasciotti & Philipson | Robasciotti & Philipson acquired by Abacus Wealth Partners | N/A |
Official Site Inspections
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- IP address: 162.211.83.18
- Location: Baltimore United States
- Latitude: 39.2645
- Longitude: -76.6224
- Metro Code: 512
- Timezone: America/New_York
- Postal: 21230
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