Abacus Planning Group, Inc.
Abacus Planning Group, Inc. (CRD# 107994) is a financial advisory firm headquartered in Columbia, SC. They manage $1,681,630,457 in 2,566 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management1,682MILLION
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Total Number of Accounts2,566ACCOUNTS
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Average Account Value$655,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, NC, PA, SC, TX
Anne Marie Ashworth (CRD# 7031607) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
Ximena Chastain (CRD# 4910472) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
Charles Flowers (CRD# 4910292) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has over 19 years of experience in the finance industry.
Mary Green (CRD# 4956484) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
Corinne Hanna (CRD# 6482668) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
Cheryl Holland (CRD# 1250450) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
William Jeter (CRD# 6482690) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has over 8 years of experience in the finance industry.
Jacklyn Mason (CRD# 5860307) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry.
Susan McCants (CRD# 4910413) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has over 18 years of experience in the finance industry.
Jonathan Robertson (CRD# 5654616) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has over 14 years of experience in the finance industry.