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ABACUS FINANCIAL PLANNING
ABACUS FINANCIAL PLANNING, LLC
CRD 314646
11335 NE 122ND WAY, SUITE 105, KIRKLAND, WA, 98034, United States
Phone
425-312-3621
Fax
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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