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Abbey Lee Henderson

ABARIS FINANCIAL GROUP, LLC·CONCORD, Massachusetts
Unclaimed Profile
DAMONMILL SQUARE, 9 POND LANE, CONCORD, MA 01742CRD# 3190203Firm CRD# 116355
01

About

Abbey Lee Henderson is a registered financial advisor based in CONCORD, Massachusetts, affiliated with ABARIS FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ABARIS FINANCIAL GROUP, LLC
ABARIS FINANCIAL GROUP, LLC
AUM
$146M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ABARIS FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3190203
Firm CRD# 116355
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Abbey Lee Henderson offer?
Abbey Lee Henderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Abbey Lee Henderson's credentials?
Abbey Lee Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abbey Lee Henderson located?
Abbey Lee Henderson is based in CONCORD, Massachusetts, working with ABARIS FINANCIAL GROUP, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Abbey Lee Henderson charge for services?
Abbey Lee Henderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABARIS FINANCIAL GROUP, LLC?
ABARIS FINANCIAL GROUP, LLC has approximately 6 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Timothy L Dibble — ALTA COMMUNICATIONS, INC.Brian W Mcneill — ALTA COMMUNICATIONS, INC.Byron Ewart Woodman — MONUMENT GROUP WEALTH ADVISORS, LLCLee Christopher Mcgowan — MONUMENT GROUP WEALTH ADVISORS, LLCEileen M Toti — ALTA COMMUNICATIONS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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