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Ximena Alexandra Chastain

ABACUS PLANNING GROUP, INC.·COLUMBIA, South Carolina
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2500 DEVINE STREET, COLUMBIA, SC 29205-2400CRD# 4910472Firm CRD# 107994
01

About

Ximena Alexandra Chastain 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
View all advisors at ABACUS PLANNING GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4910472
Firm CRD# 107994
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ximena Alexandra Chastain offer?
Ximena Alexandra Chastain specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Ximena Alexandra Chastain's credentials?
Ximena Alexandra Chastain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ximena Alexandra Chastain located?
Ximena Alexandra Chastain 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 Ximena Alexandra Chastain charge for services?
Ximena Alexandra Chastain'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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Other advisors in COLUMBIA
Jeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Fowler William Cary — CCM INVESTMENT ADVISERS, LLCJoy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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