Abk Advisors, Inc. (San Francisco)

Name: Abk Advisors, Inc.
Address: 600 California Street, San Francisco, CA, 94108
Telephone: 415 671 7606

Abk Advisors, Inc. is a large advisory firm based in San Francisco. It manages $1.02 billion of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Abk Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Abk Advisors: assets under management

The assets under management (AUM) of Abk Advisors, Inc. is $1.02 billion. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.38 million in discretionary accounts and $999.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $793.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.99 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abk Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Abk Advisors, Inc.

Jenise Gaskin joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Burr Pilger Mayer	Sole shareholder	1 Nov 2011	75% - 100%	26-3839190
Dennis Michael Azary	Chief compliance officer	1 May 2012	Other	2384263
Michael Lance Rogers	Chief executive officer	1 Jan 2013	Other	4422835
Michael Lance Rogers	Chief executive officer, chief compliance officer	1 Sep 2015	Other	4422835
Jenise Gaskin	Cco	1 Mar 2016	Other	5658884

Based in San Francisco

The principal office where Abk Advisors, Inc. performs its advisory services is located at 600 California Street, San Francisco, CA 94108, which is also the mailing address of the firm. An additional office of the firm is in San Jose, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415 671 7606 or by fax 415 288 6288. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at bpmadvisorsinc.com.