Anne Marie E. Ashworth
Professional summary
Anne Marie E. Ashworth, CFP®, who also goes by Ann Marie E. Ashworth, is a registered financial advisor currently at ABACUS PLANNING GROUP, INC. located in Columbia, South Carolina.
Anne Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Anne Marie has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anne Marie E. Ashworth's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
October 17, 2018 - Present
ABACUS PLANNING GROUP, INC.
Office #1: 2500 Devine Street, Columbia, SC 29205-2400Office #2: 115 E. Camperdown Way, Greenville, SC 29601Primary Firm SEC Registration
ABACUS PLANNING GROUP, INC.
CRD#: 107994 / SEC#: 801-55414
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/17/2018)
Exams
Current Firm
ABACUS PLANNING GROUP, INC.
CRD#: 107994 / SEC#: 801-55414
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,735 |
| AUM (Assets Under Management) | $ 1,899,035,212 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2025 | ||
| 01/28/2025 | ||
| 07/27/2023 | ||
| 01/27/2023 |
Red Flags
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Company Information
ABACUS PLANNING GROUP, INC.
CRD#: 107994Columbia, SC 29205-2400TRUST BUT VERIFY
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