Abacus Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

5555 Calgary Trl NW Ste 1560, Edmonton, ...

Phone Number

(780) 989-2777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Abacus Wealth Management

Abacus Wealth Management Inc. is a financial advisory firm based in Edmonton, Alberta, specializing in financial planning, investment management, and retirement planning. They offer a comprehensive suite of services including estate planning, investment tax planning, and insurance analysis, tailored to meet the unique needs of their clients. Their intended clients range from young families to retirees, all seeking to navigate their financial journeys with expert guidance. The firm is committed to empowering clients to achieve their financial aspirations through personalized strategies and solutions.Explore more
Abacus Wealth Management's Social MediaPopular SearchesAbacus Wealth Management IncAbacus Wealth ManagementAdvisorNetLee Schmidt -Abacus Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Abacus Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Abacus Wealth Management

<$5M
11-50
Private
-
2010
TD
Tara DavisOffice Manager
$6.9M
11-50
Private
-
2010
NI
Nada IsraeliLicensed Assistant
<$5M
11-50
Private
-
-
ET
Elizabeth TavoneOffice Administrator
<$5M
1-10
Private
-
1981
LB
Larry BuckleyCertified Financial Planner & President
<$5M
1-10
Private
-
-
KT
Kim TeeuwsenBranch Administrator
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
TE
Trevor EdwardsCertified Financial Planner & Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Abacus Wealth Management Tech Stack

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Frequently Asked Questions Regarding Abacus Wealth Management

What is Abacus Wealth Management's official website?
Abacus Wealth Management's official website is www.abacuswealthmgmt.com
What is Abacus Wealth Management's Revenue?
Abacus Wealth Management's revenue is <$5 Million
What is Abacus Wealth Management's SIC code?
Abacus Wealth Management's SIC: 62,628
What is Abacus Wealth Management's NAICS code?
Abacus Wealth Management's NAICS: 52,523
How many employees does Abacus Wealth Management have?
Abacus Wealth Management has 11-50 employees
What industry does Abacus Wealth Management belong to?
Abacus Wealth Management is in the industry of: Finance, Securities Trading
What is Abacus Wealth Management competition?
Abacus Wealth Management top competitors include: Georgian Shores Wealth Management, AdvisorNet, Edwards Wealth Management, Andres Wealth Management
What technology does Abacus Wealth Management use?
Some of the popular technologies that Abacus Wealth Management uses are: Google Workspace, Gmail
How do I contact Abacus Wealth Management?
Abacus Wealth Management contact info: Phone number: (780) 989-2777 Website: www.abacuswealthmgmt.com
What does Abacus Wealth Management do?

Abacus Wealth Management Inc. is a financial advisory firm based in Edmonton, Alberta, specializing in financial planning, investment management, and retirement planning. They offer a comprehensive suite of services including estate planning, investment tax planning, and insurance analysis, tailored to meet the unique needs of their clients. Their... intended clients range from young families to retirees, all seeking to navigate their financial journeys with expert guidance. The firm is committed to empowering clients to achieve their financial aspirations through personalized strategies and solutions.Read More

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

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