Abaris Financial Group LLC

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Assets, Funds, Holdings

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Abaris Financial Group LLC
CRD #116355
SEC #801-64527
CIK #0001614605
AUM
Employees 6 (67% Investors, 0% Brokers)
Phone978-371-9649
AddressDamonmill Square, 9 Pond Lane
Concord, MA 01742
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
15012090603002004201020172024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 92 52.9
(b) Individuals (high net worth individuals) 47 88.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.2
(h) Charitable organizations 0 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.3
(n) Other 0 0.0
Total 543 145.5
By Discretionary
Discretionary 543 145.5
Non-Discretionary 0 0.0
Total 543 145.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 145.5
Total 543 145.5
EDGAR Form CIK 2011 - 2025
D [0001614605]
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