Abacus Wealth Partners
Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,799,815,045 in 4,725 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,800MILLION
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Total Number of Accounts4,725ACCOUNTS
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Average Account Value$380,913
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, MN, NC, NH, NJ, NM, NY, OH, OR, PA, TX, UT, VA, WA, WI
Gregory Aloia (CRD# 1613416) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 18 years of experience in the finance industry. Gregory Aloia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 22 years of experience in the finance industry. Gabriel Brenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Cole (CRD# 3211818) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 19 years of experience in the finance industry. Jason Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jana Davis (CRD# 4982445) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 12 years of experience in the finance industry. Jana Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eileen Freiburger (CRD# 1313381) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 33 years of experience in the finance industry. Eileen Freiburger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Darius Gagne (CRD# 2886373) is an Investment Advisor Representative working at Abacus Wealth Partners in Culver City, CA and has over 18 years of experience in the finance industry. Darius Gagne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barrett Porter (CRD# 4257687) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 17 years of experience in the finance industry. Barrett Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Rivera (CRD# 5671220) is an Investment Advisor Representative working at Abacus Wealth Partners in San Mateo, CA and has over 8 years of experience in the finance industry.
Alan Ungar (CRD# 702914) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 25 years of experience in the finance industry. Alan Ungar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jonathan Bruce (CRD# 5332405) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 9 years of experience in the finance industry.