FindingFraud.org


Blog
Contact
Initial
Research

ABACUS PLANNING GROUP, INC.
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% .  
 
ABACUS PLANNING GROUP, INC. also reported in Oct 2018:
  • 19 employees, with 15 performing advisory functions.
  • A total of 6 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ABACUS PLANNING GROUP, INC. has no disclosure events reported to the SEC at this time.
 

View ABACUS PLANNING GROUP, INC.'s most recent Form ADV filing
 


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

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.