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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-1986
- Office Locations
- 1
Office Locations
About Abens Financial Services INC
Abens Financial Services is a Minnesota-registered RIA (founded 1987) providing fee-based portfolio management and financial planning for individuals, employers, and trustees, with added support on tax issues, trust/estate planning, and business consulting and benefits education. The team builds custom asset allocations, selects outside managers, and provides ongoing oversight with clear reporting. Portfolios are ETF-centric, and the firm custodians with Schwab and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JENNIFER L ABENS
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
ARNOLD DEAN ABENS JR
Chief Executive Officer, Owner, President
- CRD
- #1506077
- Ownership
- 50% but less than 75%
Frontier signal
Pioneer peak
- CRD
- #14628
- Ownership
- 15.0%
Showing 2 of 3 owners & executives
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EMILY MARGARET Hokanson
--
- CRD
- #6443564
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,118,491 | $1,225,699 |
| Non-Discretionary | $0 | -- |
| Total | $120,118,491 | $1,225,699 |
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Separately Managed Accounts
Total SMA Asset: $120,118,491
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,143,705,120 | 28.7% |
| Other | $1,396,769,538 | 18.7% |
| Equity - OTC | $2,337,908,371 | 31.3% |
| Cash | $1,590,972,789 | 21.3% |
| Total | $7,469,355,818 | 100.0% |