Overview
Assets Under Management: $120 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 41
Average Client Assets: $2.2 million
Frequently Asked Questions
ABENS FINANCIAL SERVICES INC 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 #106604), ABENS FINANCIAL SERVICES INC is subject to fiduciary duty under federal law.
ABENS FINANCIAL SERVICES INC is headquartered in EDINA, MN.
ABENS FINANCIAL SERVICES INC serves 41 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, ABENS FINANCIAL SERVICES INC offers financial planning and portfolio management for individuals. View all service details ↓
ABENS FINANCIAL SERVICES INC manages $120 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, ABENS FINANCIAL SERVICES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.64%
Average Client Assets: $2.2 million
Total Client Accounts: 98
Discretionary Accounts: 98
Regulatory Filings
CRD Number: 106604
Filing ID: 2060018
Last Filing Date: 2026-03-23 19:08:16