Abacus Investment Advisors

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

2022 S 2100 E, Salt Lake City, Utah, 841...

Phone Number

(801) 944-0145

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Abacus Investment Advisors

Abacus Investment Advisors offers financial planning and investment advisory services aimed at helping clients achieve their financial goals. They provide a clear fee structure and tailor investment strategies based on individual risk tolerance and objectives. Their services include portfolio management, retirement planning, tax planning, and insurance needs. The firm targets individuals seeking to prepare for significant life events such as education, retirement, and unexpected changes.Explore more
Popular SearchesAbacus Investment AdvisorsAbacus Investment Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Abacus Investment Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Abacus Investment Advisor...

<$5M
1-10
Private
-
2009
TH
Thomas HendersonInvestment Advisor
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
<$5M
1-10
Private
-
-
CS
Catarina SilvaChief Operating Officer & Vice President, Finance
<$5M
1-10
Private
-
-
DS
Diane StackPresident & Chief Compliance Officer
<$5M
1-10
Private
-
2000
KB
Kathy BradyDirector, Operations
<$5M
1-10
Private
-
2005
MC
Matthew CowieVice President and Portfolio Analyst
<$5M
1-10
Private
-
2010
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Abacus Investment Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Abacus Investment Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Abacus Investment Advisors.

Abacus Investment Advisors Tech Stack

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Frequently Asked Questions Regarding Abacus Investment Advisors

What is Abacus Investment Advisors's official website?
Abacus Investment Advisors's official website is www.abacusia.com
What is Abacus Investment Advisors's Revenue?
Abacus Investment Advisors's revenue is <$5 Million
What is Abacus Investment Advisors's SIC code?
Abacus Investment Advisors's SIC: 62,628
What is Abacus Investment Advisors's NAICS code?
Abacus Investment Advisors's NAICS: 52,523
How many employees does Abacus Investment Advisors have?
Abacus Investment Advisors has 1-10 employees
What industry does Abacus Investment Advisors belong to?
Abacus Investment Advisors is in the industry of: Finance, Securities Trading
What is Abacus Investment Advisors competition?
Abacus Investment Advisors top competitors include: W Wealth Advisors, Greenwood Capital Associates, Colchester Investment Counsel, North Point Portfolio Managers
What technology does Abacus Investment Advisors use?
Some of the popular technologies that Abacus Investment Advisors uses are: GoDaddy DNS, Starfield Technologies, GoDaddy Web Hosting, Google Workspace
How do I contact Abacus Investment Advisors?
Abacus Investment Advisors contact info: Phone number: (801) 944-0145 Website: www.abacusia.com
What does Abacus Investment Advisors do?

Abacus Investment Advisors offers financial planning and investment advisory services aimed at helping clients achieve their financial goals. They provide a clear fee structure and tailor investment strategies based on individual risk tolerance and objectives. Their services include portfolio management, retirement planning, tax planning, and insur... ance needs. The firm targets individuals seeking to prepare for significant life events such as education, retirement, and unexpected changes.Read More

Is Abacus Investment Advisors a public company?
Abacus Investment Advisors is private company therefore does not currently have an official ticker symbol
See more information about Abacus Investment Advisors

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