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 an LLC and registered with the SEC in 2008. The firm identifies as a capital allocator that serves individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm’s advisory services, as disclosed, cover comprehensive financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting services, selection of other advisers, and educational seminars/workshops. ABG does not describe itself as an active ESG investor on its filing. The firm is owned as a combination of a domestic entity and an individual and is classified as an independent RIA. Its filing indicates it is not registered as a multi-state adviser, though it maintains multiple physical offices (see Location & Offices). The firm also lists affiliations with other investment advisers, trust companies, and pension consultancy activities.