Overview
Assets Under Management: $80 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 19
Average Client Assets: $3.8 million
Frequently Asked Questions
ABERNATHY GROUP II 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 #152401), ABERNATHY GROUP II LLC is subject to fiduciary duty under federal law.
ABERNATHY GROUP II LLC is headquartered in NEW YORK, NY.
ABERNATHY GROUP II LLC serves 19 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, ABERNATHY GROUP II LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and educational seminars and workshops. View all service details ↓
ABERNATHY GROUP II LLC manages $80 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, ABERNATHY GROUP II LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.69%
Average Client Assets: $3.8 million
Total Client Accounts: 94
Discretionary Accounts: 88
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 152401
Filing ID: 2052327
Last Filing Date: 2026-03-04 06:59:10