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ABARIS FINANCIAL GROUP, LLC
ABARIS FINANCIAL GROUP, LLC
CONCORD, Massachusetts
·
1 registered advisor
·
CRD# 116355
SEC# 801-64527
0
978-371-9649
01
Firm Overview
AUM
$146M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ABARIS FINANCIAL GROUP, LLC
1 registered advisor
Abbey Lee Henderson
CONCORD, Massachusetts
CRD# 3190203
05
Office Locations
CONCORD, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. ABARIS FINANCIAL GROUP, LLC (CRD# 116355) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.