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Abacus Wealth Partners
United States
1988 (37 Years)
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5.00
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2.67
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What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know Abacus Wealth Partners
Company Information
Get to know Abacus Wealth Partners
Abacus Wealth Partners provides investment advisory services in the United States as a financial services company. It offers wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. Abacus Wealth Partners also provides investment management services and estate planning services that include planning relationship and financial checkup services. Brenton W. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States.
Industry
- Financial InsurancePRIMARY
- Financial Investment
- Financial Other Service
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