Abd Retirement Services, Inc. (San Francisco)

Name: Abd Retirement Services, Inc.
Address: 450 Sansome Street, San Francisco, CA, 94111
Telephone: 415-483-7765

Abd Retirement Services, Inc. is a pension cosultant based in San Francisco. It manages $84.05 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, New York, and Texas.

Abd Retirement Services 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.

Abd Retirement Services: assets under management

The assets under management (AUM) of Abd Retirement Services, Inc. is $84.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.05 million each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abd Retirement Services, Inc. for their services and products based on a percentage of assets under management 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.

What kind of clients Abd Retirement Services serves?

The only and largest group of clients of Abd Retirement Services is pension and profit sharing plans with 149 clients and $84.05 million of assets under management. Among the 3 most similar advisory firms, Abd Retirement Services has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $84.05 million for 149 clients. None of the firm’s clients are foreign persons or businesses.

Abd Retirement Services doesn't advise any private funds.

Careers at Abd Retirement Services, Inc.

The company employs 16 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Abd Insurance And Financial Services	Managing member, 100% owner	1 Feb 2013	75% - 100%	27-0673528
Christopher James Call	Principal, executive representative	1 Feb 2013	Other	3061592
Christian Michael Bretz	Principal	1 Feb 2013	Other	2903250
James Houston Williams	Cfo, finop	1 Feb 2013	Other	1482414
Robert Campbell	Finop	1 Jan 2015	Other	1349154
Mary Toumpas	Cco	1 Jan 2015	Other	343341
Brent Aiona Smith	Chief compliance officer	1 Dec 2015	Other	5022713
Christopher James Call	Principal, executive representative, co-cco	1 Jul 2016	Other	3061592
Christian Michael Bretz	Principal, co-cco	1 Jul 2016	Other	2903250

Based in San Francisco

The principal office where Abd Retirement Services, Inc. performs its advisory services is located at 450 Sansome Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-483-7765 or by fax 415-483-7770. The normal business hours are 8:30am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at theabdteam.com.