Abens Financial Services Inc (Edina)

Name: Abens Financial Services Inc
Address: 4926 Lincoln Drive, Edina, MN, 55436
Telephone: 952-933-9650

Abens Financial Services Inc is an adviser based in Edina. It manages $36.82 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

Abens Financial Services provides financial planning services, portfolio management for individuals and small businesses, and business consulting and valuations. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Abens Financial Services: assets under management

The assets under management (AUM) of Abens Financial Services Inc is $36.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $526.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abens Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Abens Financial Services Inc

Arnold Dean Abens has been acting as President since 1 Jun 1986. Nicole Lynn Wilken joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arnold Dean Abens	Ceo/president	1 Jun 1986	50% - 75%	1506077
Jennifer L Abens	Cfo/chief compliance officer	1 Jun 1986	50% - 75%	2418702
Mark Edward Autterson	Vice president	1 Dec 1997	Other	2112299
Nicole Lynn Wilken	Director of advisor relations	1 Nov 2000	Other	3208617
Nicole Lynn Wilken	Chief compliance officer	1 Oct 2004	Other	3208617

Based in Edina

The principal office where Abens Financial Services Inc performs its advisory services is located at 4926 Lincoln Drive, Edina, MN 55436, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-933-9650 or by fax 952-933-9680. The normal business hours are 8:30 a.m. to 3 p.m. on Monday - Friday. You can find more information about the New York firm at abens.com.