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Mary Laird Whitmire Green

ABACUS PLANNING GROUP, INC.·COLUMBIA, South Carolina
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2500 DEVINE STREET, COLUMBIA, SC 29205-2400CRD# 4956484Firm CRD# 107994
01

About

Mary Laird Whitmire Green is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with ABACUS PLANNING GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ABACUS PLANNING GROUP, INC.
ABACUS PLANNING GROUP, INC.
AUM
$1.7B
Regulatory assets under management
Employees
27
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4956484
Firm CRD# 107994
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Laird Whitmire Green offer?
Mary Laird Whitmire Green specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Mary Laird Whitmire Green's credentials?
Mary Laird Whitmire Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Laird Whitmire Green located?
Mary Laird Whitmire Green is based in COLUMBIA, South Carolina, working with ABACUS PLANNING GROUP, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Mary Laird Whitmire Green charge for services?
Mary Laird Whitmire Green'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 ABACUS PLANNING GROUP, INC.?
ABACUS PLANNING GROUP, INC. has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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