Abaris Financial Group LLC
- Assets, Funds, Holdings
Abaris Financial Group LLC
|
CRD # | 116355 |
SEC # | 801-64527 |
CIK # | 0001614605 |
AUM |
|
Employees |
6 (67% Investors, 0% Brokers)
|
Phone | 978-371-9649 |
Address | Damonmill Square, 9 Pond Lane Concord, MA 01742 |
Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [Facebook]
|
Total AUM ($MM)
|
|
AUM Breakdown |
Accounts |
AUM ($MM) |
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 |
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