Abk Advisors, Inc. (San Francisco)
Abk Advisors, Inc. is a large advisory firm based in San Francisco. It manages $1.02 billion of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Abk Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Abk Advisors: assets under management
The assets under management (AUM) of Abk Advisors, Inc. is $1.02 billion. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Abk Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Abk Advisors, Inc.
Jenise Gaskin joined the executive team most recently as the Cco.
Direct owners and executive officers
Based in San Francisco
The principal office where Abk Advisors, Inc. performs its advisory services is located at 600 California Street, San Francisco, CA 94108, which is also the mailing address of the firm. An additional office of the firm is in San Jose, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415 671 7606 or by fax 415 288 6288. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at bpmadvisorsinc.com.
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