Mary
Storjohann
Abacus Wealth Partners
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About this Advisor
Mary Storjohann is a certified financial planner who works in Santa Monica, California with 4 years of industry experience. Storjohann is an employee of Abacus Wealth Partners. Over the course of their career, Storjohann has held roles at Hoylecohen Wealth Management, Workable Wealth, LLC and Abacus Wealth Partners. Storjohann has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Abacus Wealth Partners is a company headquartered in Santa Monica, CA. The company has offices in 15 locations and a total of 71 employees. It manages $3 billion in assets under management between its 5,553 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 5,553 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory 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. Fees for financial management largely vary depending on the services provided. However, fee types charged by Abacus Wealth Partners can consist of some blend 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
Mary Storjohann Work History
Mary has been registered as a financial advisor for 4 years.*
Abacus Wealth Partners
Abacus Wealth Partners
Workable Wealth, LLC
Hoylecohen Wealth Management
*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 Mary Storjohann 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
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
San Mateo, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
