Abacus Planning Group
Likely to Engage tag.Highly Engaged Employees

Finance · South Carolina, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

2500 Devine St, Columbia, South Carolina...

Phone Number

(803) 933-0054

Revenue

$6.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
2
2
1

About Abacus Planning Group

Abacus Planning Group is a fee-only financial planner that collaborates with families to help them thrive in their financial journeys. They offer a range of services including wealth planning, investment management, family business advising, and support for foundations and endowments. The firm focuses on addressing complex financial situations and fostering client success through personalized strategies. With a commitment to creating abundance, Abacus manages $1.8 billion in assets and emphasizes the importance of both wealth and fulfilling life experiences.Explore more
Abacus Planning Group's Social MediaPopular SearchesAbacus Planning Group IncAbacus Planning GroupAbacus Planning Group - IncAbacusAbacus Planning CorpSIC Code 62,628NAICS Code 52,523Show more

Abacus Planning Group Org Chart

PhoneEmail
PD
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Abacus Planning Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Abacus Planning Group

Compare insights from companies similar to Abacus Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Abacus Planning Group

$6.1M
11-50
Private
-
1998
$30.1M
51-200
Private
-
2001
$9.7M
11-50
Private
-
2000
RC
Russell CliffordFounder & President & Manager, Wealth
$9.1M
11-50
Private
<$5M
1975
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
2005
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Abacus Planning Group Tech Stack

A closer look at the technologies used by Abacus Planning Group

Top Finance Companies

Frequently Asked Questions Regarding Abacus Planning Group

What is Abacus Planning Group's official website?
Abacus Planning Group's official website is www.abacusplanninggroup.com
What is Abacus Planning Group's Revenue?
Abacus Planning Group's revenue is $6.1 Million
What is Abacus Planning Group's SIC code?
Abacus Planning Group's SIC: 62,628
What is Abacus Planning Group's NAICS code?
Abacus Planning Group's NAICS: 52,523
How many employees does Abacus Planning Group have?
Abacus Planning Group has 11-50 employees
What industry does Abacus Planning Group belong to?
Abacus Planning Group is in the industry of: Finance, Securities Trading
What is Abacus Planning Group competition?
Abacus Planning Group top competitors include: Radnor Financial Advisors, HBKS Wealth Advisors, FCA Corp, Phoenix Financial Solutions
What technology does Abacus Planning Group use?
Some of the popular technologies that Abacus Planning Group uses are: WordPress.org, PHP, Google Universal Analytics, Cloudflare CDN
How do I contact Abacus Planning Group?
Abacus Planning Group contact info: Phone number: (803) 933-0054 Website: www.abacusplanninggroup.com
What does Abacus Planning Group do?

Abacus Planning Group is a fee-only financial planner that collaborates with families to help them thrive in their financial journeys. They offer a range of services including wealth planning, investment management, family business advising, and support for foundations and endowments. The firm focuses on addressing complex financial situations and... fostering client success through personalized strategies. With a commitment to creating abundance, Abacus manages $1.8 billion in assets and emphasizes the importance of both wealth and fulfilling life experiences.Read More

What are Abacus Planning Group social media links?
Abacus Planning Group Linkedin page Abacus Planning Group Twitter page Abacus Planning Group Facebook page
Is Abacus Planning Group a public company?
Abacus Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Abacus Planning Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.