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Canada
2009 (17 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know abacus wealth management/portfolio strategies corp.
Company Information
Get to know abacus wealth management/portfolio strategies corp.
Founded in 2004, Abacus Wealth Partners, LLC is a Registered Investment Adviser (RIA) and a certified B Corporation committed to using business as a force for good. The firm provides fee-only, comprehensive financial planning and investment management services to individuals, families, and foundations. They are known for their focus on "financial life planning," which integrates a client's personal values and goals with their financial strategy, often with an emphasis on impact and socially responsible investing (SRI). In 2015, the firm merged with Portfolio Strategies, Inc., expanding its national presence.
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