Abacus Planning Group Overview

  • Service
  • Limited Partner Consultant

  • Founded
  • 1998

Founded
  • Employees
  • 37

Employees

Abacus Planning Group General Information

Description

Established in 1998, Abacus Planning Group is an investment advisor based in Columbia, South Carolina. This firm provides financial planning and investment counseling services. It also provides education funding, estate planning, investment management, and cash flow management services. The assets of the firm are managed by its executive management team.

Contact Information

Year Founded
1998
Service Provider Type
LP Consultants
Primary Office
  • 2500 Devine Street
  • Columbia, SC 29205
  • United States
+1 (803) 000-0000

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Abacus Planning Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Abacus Planning Group Team (8)

Name Title Deals Office Contact
Info
Charles Flowers Chief Investment Officer Columbia, SC
Ximena Chastain Secretary & Treasurer Columbia, SC
Stephen Scott Portfolio Administrator Columbia, SC
William Jeter Investment Analyst & Advisor Columbia, SC
Edward Kramer II Senior Financial Advisor Columbia, SC
You’re viewing 5 of 8 team members. Get the full list »