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ABACUS FINANCIAL PLANNING

ABACUS FINANCIAL PLANNING, LLC

CRD 314646

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11335 NE 122ND WAY, SUITE 105, KIRKLAND, WA, 98034, United States

Phone

425-312-3621

Fax

Registration

— (—)

Source

State registered

Total AUM

$6.0M

Discretionary AUM

$6.0M

Team

2 total employees; 2 advisory reps; 26 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD