Abens Financial Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$116,046,358
Clients
93
Advisors
3
of 3 employees
About
Abens Financial Services manages approximately $120 million across roughly 93 client relationships, principally providing discretionary asset management and financial and business planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm primarily charges percentage‑of‑AUM fees for asset management and also offers hourly or fixed‑fee arrangements for financial and business planning and business consulting.
All managed assets are handled on a discretionary basis and investment decisions are informed by fundamental, technical and sentiment analysis; documented client questionnaires and interviews are used to establish objectives and any reasonable investment restrictions. Strategies described in the brochure include long‑ and short‑term purchases, margin transactions, option writing and futures, and portfolios commonly include equities, mutual funds and ETFs, with private equity and limited partnership investments used for qualifying clients.
Compared with many peers, the firm explicitly discloses the use of borrowing/margin and derivatives (options and futures) within separately managed accounts, and it also notes potential allocations to private equity and Crypto ETFs, which are less common among similarly sized supported firms. Abens directs custody to discount custodians (including Charles Schwab and Interactive Brokers), uses order aggregation and reports constructive custody due to automatic fee deductions and standing letters of authorization.
Client services
Expertise
Occupation focus
Fee options
Typically ranges from $5,000 to $100,000 per year based on scope and complexity
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.20% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
Typically $250 per hour, negotiable
Main office
4926 Lincoln Drive
Edina MN 55436
Advisors at this office
3
Most active in
Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tyler A
Edina, MN
Abens Financial Services Inc
Tyler Abens is a financial advisor with Abens Financial Services Inc in Edina, MN, holding 12 years of industry experience. He has been with Abens Financial Services since 2003 and is also a managing member of Green Forest Capital Management, LLC, a private fund. Abens Financial Services manages approximately $105 million in discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial and business planning, and consulting services, employing a range of investment strategies that include equities, mutual funds, ETFs, private equity, and derivatives.
Emily H
Series 65, Series 66
Edina, MN
Abens Financial Services Inc
Emily Hokanson is a financial advisor with Abens Financial Services Inc in Edina, MN, holding Series 65 and Series 66 licenses and with 11 years of industry experience. Her work history includes roles at Vivent Solutions and APW Capital, Inc. Outside of her advisory role, she is involved as a life/health/accident insurance agent and has entrepreneurial experience as a chef, sales, and CFO professional with EMI-CO. Abens Financial Services manages approximately $120 million across about 93 client relationships, offering discretionary asset management and financial and business planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a range of strategies including fundamental, technical, and sentiment analysis, and utilizes borrowing, derivatives, private equity, and Crypto ETFs in client portfolios.
Arnold A
Series 63, Series 65
Edina, MN
Abens Financial Services Inc
Arnold Abens Jr. is a financial advisor at Abens Financial Services Inc. with 30 years of industry experience. He has been with Abens Financial Services since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on several advisory boards and owns a farm and an assisted living business. Abens Financial Services manages approximately $120 million across about 93 client relationships, providing discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, technical, and sentiment analysis to guide investment decisions and uses a range of strategies including margin transactions and derivatives, with portfolios commonly including equities, mutual funds, ETFs, private equity, and limited partnership investments.
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