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The ABC Squared LLC

EST. AUM
$1,400,000

CONTACTS

CLIENT ACCOUNTS
31

Firm Details

Metro area Charlotte
CRD Number 334631
Website theabcsquared.com
Client types

Overview

The ABC Squared LLC (doing business as All Bases Covered) is an independent wealth planning practice and state-registered Registered Investment Advisor (RIA) headquartered in Indian Trail, North Carolina. Founded and led by Managing Member Marcus Sturdivant Sr., the firm provides holistic fiduciary financial advice, personalized investment management, hourly planning packages, and multi-generational savings solutions. Designed to bridge "Main Street with Wall Street," The ABC Squared delivers accessible, transparent, fee-based financial consulting and custom portfolio management integrated with custodian platform Altruist.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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