Elise
Faur
Abacus Wealth Partners
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About this Advisor
Elise Faur is a financial advisor who works in Santa Monica, California with 1 year of relevant experience. Faur is an advisor for Abacus Wealth Partners. During their career, the advisor has held roles at Obsidian Wine Co, Hall Family Of Wines, Morgan Winery, Abacus Wealth Partners and Sabbatical. Faur has a Series 65 license, designating them as an investment advisor representative, and can work 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 financial advisors. It administers $3 billion in assets under management among its 5,553 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 5,553 client accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. The firm provides a number of services, including 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. Financial advisory fees largely depend on which services the firm provides the client. Fee types billed by Abacus Wealth Partners can include 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
Elise Faur Work History
Elise has been registered as a financial advisor for 1 years.*
Abacus Wealth Partners
Sabbatical
Obsidian Wine Co
Hall Family Of Wines
Morgan Winery
*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 Elise Faur 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
Santa Monica, CA
San Mateo, CA
Sebastopol, 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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