Abacus Wealth Partners
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
429 Santa Monica Blvd Ste 500, Santa Mon...Phone Number
(310) 566-1888Website
www.abacuswealth.comRevenue
$17 MillionIndustry
About Abacus Wealth Partners
Since 1988, Abacus Wealth Partners ("Abacus"), a Registered Investment Adviser, has worked alongside our clients to make the best use of their financial resources and free their time to enjoy what matters most in life. We are a values-driven team committed to protecting clients from financial risks, creating roadmaps for their futures, managing their investments in a values-aligned way, and providing advice that touches every area of their lives. Abacus' investment strategies are based on Nobel Prize-winning research and provide global exposure to large and small stocks, various types of fixed income, investment real estate, and impactful private equity. Using these strategies, we have a 20-plus year track record of delivering social and environmental impact along with competitive investment returns.Explore more
Abacus Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Abacus Wealth Partners
$17M
51-200
Private
<$5M
2002
Jorge PaganinChief Financial Officer & Chief Operating Officer & Cco Partner
Abacus Wealth Partners Tech Stack
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Since 1988, Abacus Wealth Partners ("Abacus"), a Registered Investment Adviser, has worked alongside our clients to make the best use of their financial resources and free their time to enjoy what matters most in life. We are a values-driven team committed to protecting clients from financial risks, creating roadmaps for their futures, managing the... Read More
