Abacus Financial Advisors

Abacus Financial Advisors (CRD# 130616) is a financial advisory firm headquartered in , . They manage $52,132,000 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $465,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MA

Financial Advisors at Abacus Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Batzell, financial advisor Arlington MA
Stephen W. Batzell
CRD#: 2339587
350 Massachusetts Ave, #188, Arlington, MA 02474

Stephen Batzell (CRD# 2339587) is an Investment Advisor Representative working at Abacus Financial Advisors in Arlington, MA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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