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ABERNATHY GROUP II LLC

CRD 152401 · SEC 801-71255

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530 FIFTH AVENUE, 17 FLOOR, NEW YORK, NY, 10036, United States

Phone

212-293-3499

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$80.2M

Discretionary AUM

$77.7M

Team

4 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Performance-based fees; BUSINESS ADVISORY SERVICES

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingPublication of periodicalsEducational seminarsBUSINESS ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals14$3.1M
High net worth individuals19$72.7M
Pooled investment vehicles1$4.4M

States served

CA, LA, NJ, NY, OR, PA, VA, TX

All web addresses on file

Official SEC filing: View on IAPD