ABACUS ADVISORS INC
Legal name: ABACUS ADVISORS, INC.
CRD #107060 SEC #801-55777 EXTON, PA 610-458-3378
SEC Registered
Total AUM
$181.6M
Discretionary
$71.6M
Employees
--
Clients
51
Accounts
315
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUME, JAMES | I | DIRECTOR | NA | |
| BLUME, JAMES | I | DIRECTOR | NA | |
| BLUME, JAMES | I | DIRECTOR | NA | |
| ELKO, RICHARD, A. | I | CHAIRMAN | NA | Control |
| ELKO, RICHARD, A. | I | CHAIRMAN | NA | Control |
| ELKO, RICHARD, A. | I | CHAIRMAN | NA | Control |
| FOSTER, JAMES, HOMER | I | DIRECTOR & SECRETARY | NA | |
| FOSTER, JAMES, HOMER | I | DIRECTOR & SECRETARY | NA | |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| FRANCIS, BERNARD, ALLEN | I | DIRECTOR | NA | Control |
| HORSTMAN, JEFFREY, HALE | I | SENIOR VICE PRESIDENT | NA | |
| HORSTMAN, JEFFREY, HALE | I | SENIOR VICE PRESIDENT & DIRECTOR | NA | |
| HORSTMAN, JEFFREY, HALE | I | SENIOR VICE PRESIDENT | NA | |
| HORSTMAN, JEFFREY, HALE | I | SENIOR VICE PRESIDENT & DIRECTOR | NA | |
| HORSTMAN, JEFFREY, HALE | I | SENIOR VICE PRESIDENT | NA | |
| LEE, ROBERT, MICHAEL | I | VICE PRESIDENT | NA | |
| LEE, ROBERT, MICHAEL | I | VICE PRESIDENT | NA | |
| LEE, ROBERT, MICHAEL | I | VICE PRESIDENT | NA | |
| LESSMAN, JANICE, TROJAN | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| LESSMAN, JANICE, TROJAN | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| PAINTER, JAY, ALAN | I | VICE PRESIDENT | NA | |
| PAINTER, JAY, ALAN | I | VICE PRESIDENT | NA | |
| PAINTER, JAY, ALAN | I | VICE PRESIDENT | NA | |
| PAINTER, JAY, ALAN | I | VICE PRESIDENT | NA | |
| PAULUS, THOMAS, DOCHERTY | I | PRESIDENT, DIRECTOR | NA | Control |
| PAULUS, THOMAS, DOCHERTY | I | PRESIDENT, DIRECTOR | NA | Control |
| PAULUS, THOMAS, DOCHERTY | I | PRESIDENT | NA | Control |
| PAULUS, THOMAS, DOCHERTY | I | PRESIDENT, DIRECTOR | NA | Control |
| SILLIMAN, RICHARD, WARREN | I | VICE PRESIDENT | NA | |
| SILLIMAN, RICHARD, WARREN | I | VICE PRESIDENT | NA | |
| SILLIMAN, RICHARD, WARREN | I | VICE PRESIDENT | NA | |
| SILLIMAN, RICHARD, WARREN | I | VICE PRESIDENT | NA | |
| SILLIMAN, RICHARD, WARREN | I | VICE PRESIDENT | NA | |
| SUMMERS, DAVID, LYNN | I | VICE PRESIDENT | NA | |
| SUMMERS, DAVID, LYNN | I | VICE PRESIDENT | NA | |
| SUMMERS, DAVID, LYNN | I | VICE PRESIDENT | NA | |
| SUMMERS, DAVID, LYNN | I | VICE PRESIDENT | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | TREASURER | NA | |
| SWALLOW, MICHAEL, FRANCIS | I | TREASURER | NA | |
| TYLER, HARRY, ROBERT | I | SENIOR VICE PRESIDENT | NA | Control |
| TYLER, HARRY, ROBERT | I | SENIOR VICE PRESIDENT | NA | Control |
| PATRIOT BANK CORPORATION | DE | OWNER | E | Control |
| PATRIOT BANK CORPORATION | DE | OWNER | E | Control |
| PATRIOT BANK CORPORATION | DE | OWNER | E | Control |
| SUSQUEHANNA BANCSHARES, INC | DE | OWNER | E | Control |
| SUSQUEHANNA BANCSHARES, INC | DE | OWNER | E | Control |
Registrations
Federal
IA
Nov 19, 2003 REGISTERED
Notice Filings (4)
DE NJ NY PA
Address
717 CONSTITUTION DRIVESUITE 104
EXTON, PA 19341
USA
Phone: 610-458-3378