Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 28, 2019
    • $107.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 68
      Accounts
    • $1.6M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
Jennifer Dee Kenning
May 2015
Jordan Michael Miller
January 2017
Eric Fabian Willskytt
September 2018
Jesse Luca Simmons
September 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Abacus Wealth Partners IAR $2,148,765,927

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jennifer Dee Kenning Managing Member February, 2015 25% to 50%
      Jonathan Daniel Bruce President February, 2015 less than 5%
      Brenton Warwick Kessel Managing Member February, 2015 less than 5%
      Dennis Michael Kelleher Chief Compliance Officer April, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Other