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Gathering insights about Abacus Planning Group

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Abacus Planning Group Tech Stack

Abacus Planning Group uses 8 technology products and services including Google Analytics, Cloudflare, Linkedin Sign-in, and more. Explore Abacus Planning Group's tech stack below.

  • Google Analytics
    Analytics
  • Cloudflare
    Content Management System
  • Linkedin Sign-in
    Identity Verification
  • Modernizr
    Javascript Libraries
  • Flywheel
    Platform As A Service
  • PHP
    Programming Languages
  • Nginx
    Web Servers
  • Apache HTTP Server
    Web Servers

Media & News

Abacus Planning Group's Email Address Formats

Abacus Planning Group uses at least 1 format(s):
Abacus Planning Group Email FormatsExamplePercentage
First@abacusplanninggroup.comJohn@abacusplanninggroup.com
91%
Last@abacusplanninggroup.comDoe@abacusplanninggroup.com
5%
FirstL@abacusplanninggroup.comJohnD@abacusplanninggroup.com
2%
Middle@abacusplanninggroup.comMichael@abacusplanninggroup.com
2%

Frequently Asked Questions

Where is Abacus Planning Group's headquarters located?

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Abacus Planning Group's main headquarters is located at 2500 Devine Street Columbia, SC 29205 US. The company has employees across 2 continents, including North AmericaEurope.

What is Abacus Planning Group's phone number?

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You can contact Abacus Planning Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Abacus Planning Group's stock symbol?

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Abacus Planning Group is a publicly traded company; the company's stock symbol is N/A.

What is Abacus Planning Group's official website and social media links?

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Abacus Planning Group's official website is abacusplanninggroup.com and has social profiles on LinkedIn.

How much revenue does Abacus Planning Group generate?

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As of June 2024, Abacus Planning Group's annual revenue reached $7.5M.

What is Abacus Planning Group's NAICS code?

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Abacus Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does Abacus Planning Group have currently?

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As of June 2024, Abacus Planning Group has approximately 45 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: M. M.Chief Operating Officer: C. H.Head Of Investment Team: C. F.. Explore Abacus Planning Group's employee directory with LeadIQ.

What industry does Abacus Planning Group belong to?

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Abacus Planning Group operates in the Financial Services industry.

What technology does Abacus Planning Group use?

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Abacus Planning Group's tech stack includes Google AnalyticsCloudflareLinkedin Sign-inModernizrFlywheelPHPNginxApache HTTP Server.

What is Abacus Planning Group's email format?

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Abacus Planning Group's email format typically follows the pattern of . Find more Abacus Planning Group email formats with LeadIQ.

When was Abacus Planning Group founded?

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Abacus Planning Group was founded in 1998.
Abacus Planning Group

Abacus Planning Group

Financial ServicesSouth Carolina, United States11-50 Employees

Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP®.   Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams.
Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions.

Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing “foundation laying” program.  

Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. Call us, 803.933.0554, or visit our website to see what we are all about.

Section iconCompany Overview

Headquarters
2500 Devine Street Columbia, SC 29205 US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconFunding & Financials

  • $10M

    Abacus Planning Group's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Abacus Planning Group's revenue is in the range of $10M

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