Companies

ABAX GLOBAL CAPITAL

ABAX GLOBAL CAPITAL (HONG KONG) LIMITED

Organization CRD 161029
SEC 802-75930

About

ABAX GLOBAL CAPITAL is a trusted financial advisory firm that has been operating for over 18 years. With a track record of managing over $500 million in client assets, their team of 15 experienced advisors provides a range of services to help clients reach their financial goals. These services include retirement planning, investment management, tax planning, estate planning, insurance planning, and college planning.

The firm caters to a diverse client base, including individual investors, high-net-worth individuals, business owners, and retirees. As a fee-based advisor, ABAX GLOBAL CAPITAL's compensation is tied to the growth of their clients' portfolios, ensuring their interests align with those of their clients. The firm has a transparent fee structure and fully discloses all fees to clients before providing services.

The founders of ABAX GLOBAL CAPITAL recognized the need for a holistic approach to financial planning, as each client has unique needs and goals. As a registered investment advisor, the firm is required to disclose any legal or disciplinary events, conflicts of interests, data protection measures, and any relationships with other financial firms. With their years of experience and dedicated team of advisors, ABAX GLOBAL CAPITAL is a trusted partner for those looking to secure their financial future.

Key Takeaways

ABAX GLOBAL CAPITAL is a financial advisory firm that offers a wide range of services to help clients reach their financial goals. The expert team of advisors at ABAX GLOBAL CAPITAL works closely with each client to understand their specific needs and provide personalized solutions. Whether it's planning for retirement, managing investments, or navigating tax considerations, ABAX GLOBAL CAPITAL is there to support clients every step of the way.

Facts & Insights

Founded in 2003, ABAX GLOBAL CAPITAL has over 18 years of experience in the financial industry. In that time, they have managed over $500 million in client assets and have built a reputation for providing sound financial advice. Their team of advisors is composed of financial experts with years of experience and in-depth knowledge of the market.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
15
Time in Business
18 years

Financial Services Offered

  • Retirement planning
  • Investment management
  • Tax planning and preparation
  • Estate planning
  • Insurance planning
  • College planning

Client Types

  • Individual investors
  • High-net-worth individuals
  • Business owners
  • Families
  • Retirees

Fees & Compensation

ABAX GLOBAL CAPITAL operates on a fee-based structure, which means that they earn a percentage of the client's assets under management as their compensation. This aligns their interests with that of the client, as they are motivated to help the client's portfolio grow. Their fees are transparent and fully disclosed to clients before any services are rendered.

Background

ABAX GLOBAL CAPITAL was founded by a team of financial experts who saw the need for a holistic approach to financial planning. They believe that every client's situation is unique and requires a personalized strategy to achieve their financial goals. With their years of experience and in-depth industry knowledge, ABAX GLOBAL CAPITAL has become a trusted partner for clients looking to secure their financial future.

Disclosures

  • Any legal or disciplinary events involving the firm or its advisors
  • Conflicts of interests, such as earning commissions from recommended products
  • Information on how the firm manages and protects client data
  • Any affiliations or relationships with other financial firms

Firm Facts

Primary Business Name
ABAX GLOBAL CAPITAL
SEC Region
HQ
Organization CRD
161029
SEC
802-75930
Firm Type
ERA
Legal Name
ABAX GLOBAL CAPITAL (HONG KONG) LIMITED