Katherine
Sumner
Abacus Wealth Partners
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About this Advisor
Katherine Sumner is a financial advisor based in Santa Monica, California, working with Abacus Wealth Partners. Katherine has previously held positions at Abacus Wealth Partners, Inc, Smith College, Spotted Dog, Girls Rock Nc, Inc, and Private Family. Katherine has passed the Series 65 regulatory exam and is registered to provide services in California and North Carolina. Currently, Katherine is part of Abacus Wealth Partners, which operates out of Santa Monica, California. The firm has 13 offices and 71 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Abacus Wealth Partners includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$3,137,060,878
71
5,804
$540,500
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
Katherine Sumner Work History
Abacus Wealth Partners, Inc
N/A
Private Family
Spotted Dog
Girls Rock Nc, Inc
N/A
N/A
Smith College
N/A
Disclosures
Please visit the SEC profile of Katherine Sumner 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
Calabasas, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Chapel Hill, NC
Santa Monica, CA
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