Rose
Brink-Capriola
Abacus Wealth Partners
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About this Advisor
Rose Brink-Capriola is a financial advisor operating in Santa Monica, California with 2 years of relevant experience. Brink-Capriola is on the advisory team at Abacus Wealth Partners. Over the course of their career, they have held roles at Abacus Wealth Partners, Full-Time Student (Golden Gate University), Davero Farms And Winery, Self- Employment (Formation Farm), Singing Frogs Farm, Pyramid Farms, Hawthorne Valley Association, Extended Travel / Unemployed, Seresin Estate Farm And Vineyard, Orti Di Mare Argiturismo and Kalapana Organics. Brink-Capriola holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California. Abacus Wealth Partners is a company headquartered in Santa Monica, CA. The firm has offices in 15 locations and a total of 71 people on staff. It has $3 billion in total assets among its 5,553 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 5,553 customer accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. Abacus Wealth Partners offers a broad array 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 charged by financial advisors largely vary depending on the financial services offered. Fee types charged by Abacus Wealth Partners likely consist of any 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
Rose Brink-Capriola Work History
Rose has been registered as a financial advisor for 2 years.*
Abacus Wealth Partners
Full-Time Student (Golden Gate University)
Davero Farms And Winery
Full-Time Student (Golden Gate University)
Self- Employment (Formation Farm)
Singing Frogs Farm
Pyramid Farms
Hawthorne Valley Association
Extended Travel / Unemployed
Seresin Estate Farm And Vineyard
Orti Di Mare Argiturismo
Kalapana Organics
Extended Travel / Unemployed
*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 Rose Brink-Capriola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Santa Monica, CA
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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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