CRD: 147556
Abacus Investment Advisors
$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2008
- Office Locations
- 1
Office Locations
2022 South 2100 East #101 Salt Lake City UT
About Abacus Investment Advisors
Abacus Investment Advisors is a Salt Lake City, UT RIA providing goal-based financial planning and portfolio management, including retirement, tax planning, and insurance planning. The firm designs strategies around client risk tolerance and typically implements portfolios using public funds and ETFs, with custody through Charles Schwab.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$313.8K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS J HENDERSON
President
- CRD
- #5064221
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,202,261 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,202,261 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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