ABG Consultants

RIASEC RegisteredEst. 2008

Total AUM

$697M

Discretionary

$517M

74% of AUM

Avg account

$370K

Accounts

1,885

Employees

Advisory reps

Firm details

Headquarters: Cottonwood Heights, Utah
CRD number: 131129
Registered since: October 2, 2008
Website: www.consultabg.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ADVISORTRUST, SAVEDAILY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans90.91%
Individuals5.57%
HNWI3.26%
State / Municipal Government0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ABG Consultants is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2008. The firm describes itself as a capital allocator that works with both individual and family clients as well as institutional clients. Ownership is listed as a combination of a domestic entity and an individual. Their advisory offering spans financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, selection of other advisers, pension-related consulting, and educational seminars or workshops. Fee arrangements include a percentage of assets under management, hourly fees and fixed fees. The firm does not report active engagement in ESG investing.