Overview
Assets Under Management: $132 million
Headquarters: CONCORD, MA
High-Net-Worth Clients: 40
Average Client Assets: $1.7 million
Frequently Asked Questions
ABARIS FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116355), ABARIS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
ABARIS FINANCIAL GROUP, LLC is headquartered in CONCORD, MA.
ABARIS FINANCIAL GROUP, LLC serves 40 high-net-worth clients according to their SEC filing dated November 08, 2017. View client details ↓
According to their SEC Form ADV, ABARIS FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ABARIS FINANCIAL GROUP, LLC manages $132 million in client assets according to their SEC filing dated November 08, 2017.
According to their SEC Form ADV, ABARIS FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.17%
Average Client Assets: $1.7 million
Total Client Accounts: 590
Discretionary Accounts: 590
Regulatory Filings
CRD Number: 116355
Filing ID: 1147903
Last Filing Date: 2017-11-08 21:07:00