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ABACUS PLANNING GROUP, INC.
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ABACUS PLANNING GROUP, INC.
(CRD# 107994)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Columbia, SC.
The SEC approved the firm to operate as an RIA in
Apr 1998.
In
Oct 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$1.1 Billion,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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ABACUS PLANNING GROUP, INC.
also reported in
Oct 2018:
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19
employees,
with
15
performing advisory functions.
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A total of 6 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ABACUS PLANNING GROUP, INC. has no disclosure events reported to the SEC at this time.
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ABACUS PLANNING GROUP, INC. has Notice Filings with the following State Securities Authorities:
CA-Jun 2012, FL-Oct 2016, NC-Feb 2008, NY-Oct 2018, OK-Jun 2012
, PA-Oct 2018, SC-Apr 1998, TX-Feb 2008, VA-Oct 2018
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