Abernathy Group Ii LLC
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Overview
Abernathy Group Ii LLC is located at 530 Fifth Avenue, New York, NY. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Abernathy Group Ii LLC is not a registered broker-dealer.
Abernathy Group Ii LLC oversees $66.6 million in assets under management across 93 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars, and other services. The firm caters to retail investors, high net worth investors, pooled investment vehicles, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Abernathy Group Ii LLC includes asset-based, hourly, performance-based, and other fees. The firm has 73 high net worth clients.
Abernathy Group Ii LLC is registered in the states of California, Louisiana, New York, Oregon, Pennsylvania, Texas, and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Abernathy Group Ii LLC by the Numbers
$66.6 million
3
93
$715.8 thousand
Products and Services
Abernathy Group Ii LLC provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars, and other services. In the last financial year, Abernathy Group Ii LLC provided 45301 of its accounts with financial planning services. The Company is not engaged in selling products or offering services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically depend on the services provided. Fees billed by Abernathy Group Ii LLC can consist of some combination of the following fee types: asset-based, hourly, performance-based, or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company does business with a broad range of customers. The firm works with retail investors, high net worth investors, pooled investment vehicles, charitable organizations, and corporations. Out of its 5 clients, Abernathy Group Ii LLC's biggest client type by number of accounts is high net worth investors, though it also caters to 73 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 78.49%
- Other Individuals - 17.2%
- Corporations - 3.23%
- Charitable Organizations - 1.08%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Abernathy Group Ii LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Abernathy Group Ii LLC
New York, NY
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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