Christopher
Vallejo
Abacus Wealth Partners
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About this Advisor
Christopher Vallejo is a financial advisor operating in Santa Monica, California who has 2 years of relevant experience. Vallejo currently works for Abacus Wealth Partners. Vallejo has gained experience at Abacus Wealth Partners, Regal Wine Company, Finish Line, Zhen Music And Arts Institute, Wow Me! Events, LLC, First Baptist Church Of Dallas, Self-Employed Musician and Full-Time Education - University Of North Texas. Vallejo holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in California. Abacus Wealth Partners is a registered investment company based out of Santa Monica, CA. The investment advisory business has offices in 15 locations and a total of 71 employees. It oversees $3 billion in assets under management between its 5,553 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 14 charitable organizations. Of its 5,553 customer accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Abacus Wealth Partners can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$2,834,445,228
71
5,553
$510,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Christopher Vallejo Work History
Christopher has been registered as a financial advisor for 2 years.*
Abacus Wealth Partners
Regal Wine Company
Finish Line
Wow Me! Events, LLC
Zhen Music And Arts Institute
First Baptist Church Of Dallas
Self-Employed Musician
Full-Time Education - University Of North Texas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Vallejo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Santa Monica, CA
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Philadelphia, PA
Santa Monica, CA
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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