Abacus Wealth International (awi)

Abacus Wealth International (awi) (CRD# 308998) is a financial advisory firm headquartered in Santa Ana, CA. They manage $12,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
132 East Dyer Rd., Santa Ana, CA 92707
https://abacus-wealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $12,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Abacus Wealth International (awi)
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Barretto, financial advisor Santa Ana CA
Joseph N. Barretto
CRD#: 2124619
132 East Dyer Rd., Santa Ana, CA 92707

Joseph Barretto (CRD# 2124619) is an Investment Advisor Representative working at Abacus Wealth International (awi) in Santa Ana, CA and has over 32 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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