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FIRM PROFILE
Overview
ABACUS INVESTMENTS, INC. is located at S33 W35676 Meadow Trail, Dousmans, WI 53118 and was first established at Chicago, Wisconsin in 09/07/1993. After operating for 32 years, ABACUS INVESTMENTS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ABACUS INVESTMENTS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. ABACUS INVESTMENTS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ABACUS INVESTMENTS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ABACUS INVESTMENTS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ABACUS INVESTMENTS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ABACUS INVESTMENTS, INC. Comes From
Understanding the Statistics for ABACUS INVESTMENTS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
S33 W35676 Meadow Trail, Dousmans, WI 53118
S33 W35676 Meadow Trail, Dousman, WI 53118
Small
(262) 431-4095
Wisconsin since 09/07/1993
Corporation
September
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| MONEY CONCEPTS INTERNATIONAL, INC. | OWNER | ||
| HOHENSEE, FREDERICK EARL | PRESIDENT - CHIEF COMPLIANCE OFFICER | 1431948 |
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Advisor's working at ABACUS INVESTMENTS, INC.
Frederick Earl Hohensee
Ryan Matthew Stelzer
John Michael Gering
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