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ABACUS INVESTMENT ADVISORS
ABACUS INVESTMENT ADVISORS, INC.
CRD 147556
2022 SOUTH 2100 EAST, #103, SALT LAKE CITY, UT, 84108, United States
Phone
801-944-0145
Fax
801-944-2328
Registration
— (—)
Source
State registered
Total AUM
$18.2M
Discretionary AUM
$18.2M
Team
1 total employees; 1 advisory reps; 29 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $5.5M |
| High net worth individuals | 6 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD