A complete list of active advisors currently associated with Abens Financial Services Inc

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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.

To learn more about the advisors currently working at Abens Financial Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.