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Jonathan Daniel Bruce

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California
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429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 5332405Firm CRD# 128590
01

About

Jonathan Daniel Bruce is a registered financial advisor based in SANTA MONICA, California, affiliated with ABACUS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ABACUS WEALTH PARTNERS, LLC
ABACUS WEALTH PARTNERS
AUM
$3.1B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at ABACUS WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5332405
Firm CRD# 128590
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Daniel Bruce offer?
Jonathan Daniel Bruce specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Jonathan Daniel Bruce's credentials?
Jonathan Daniel Bruce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Daniel Bruce located?
Jonathan Daniel Bruce is based in SANTA MONICA, California, working with ABACUS WEALTH PARTNERS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Jonathan Daniel Bruce charge for services?
Jonathan Daniel Bruce's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABACUS WEALTH PARTNERS, LLC?
ABACUS WEALTH PARTNERS, LLC has approximately 71 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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