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Abacus Planning Group
Abacus Planning Group, Inc is an SEC-registered investment adviser in Columbia, SC, registered since 1998. The firm manages $2.2 billion in assets, $2.1...
Abacus Planning Group
Abacus Planning Group, Inc is an SEC-registered investment adviser in Columbia, SC, registered since 1998. The firm manages $2.2 billion in assets, $2.1 billion on a discretionary basis. It has 30 employees and 5 investment advisers.
General information
Firm type
Unspecified
Location
Region
North America
Country
United States
City
Columbia
Corporate office
Kirkland, WA, United States
Principals
Katy Cook
Principal
Mary Bold
Team member
Frequently asked questions
What is Abacus Planning Group?
Abacus Planning Group is a unspecified headquartered in Columbia, United States.
Where is Abacus Planning Group headquartered?
Abacus Planning Group is headquartered in Columbia, United States, in the North America region.
What does Altss track for Abacus Planning Group?
Altss maintains an OSINT-verified profile of Abacus Planning Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Abacus Planning Group's website?
Abacus Planning Group's public website is abacusfinancialplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Abacus Planning Group?
Abacus Planning Group is classified by Altss as a Unspecified, operating from United States within the North America region.
How does Altss source intelligence on Abacus Planning Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Abacus Planning Group's Altss profile last updated?
Abacus Planning Group's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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