ABERNATHY GROUP II LLC

NEW YORK, New York·2 registered advisors·CRD# 152401
SEC# 801-712550212-293-3499
01

Firm Overview

AUM
$67M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Other: BUSINESS ADVISORY SERVICES
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ABERNATHY GROUP II LLC

2 registered advisors
Edward Francis Coyle
NEW YORK, New York
Steven Holt Abernathy
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. ABERNATHY GROUP II LLC (CRD# 152401) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.