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Home > Retirement Planners > florida > palm beach gardens > ALPHA BETA GAMMA WEALTH MANAGEMENT
ALPHA BETA GAMMA WEALTH MANAGEMENT
3801 Pga Blvd.
Suite 600
Palm Beach Gardens, Florida 33410
Tel: (561) 207-6399
About ALPHA BETA GAMMA WEALTH MANAGEMENT
ALPHA BETA GAMMA WEALTH MANAGEMENT, formally registered with the SEC as ALPHA BETA GAMMA WEALTH MANAGEMENT. The firm was established in 02/27/2017. They have over 2 offices throughout the country.
ALPHA BETA GAMMA WEALTH MANAGEMENT is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $228,098,129 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286579 |
| SEC# | 801-110035 |
| Assets Managed by Firm | $228,098,129 |
| No. of Clients | 328 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 328 | $228,098,129 |
| Individuals (other than high net worth individuals) | 176 | $36,845,313 |
| High net worth individuals | 138 | $161,399,894 |
| Pension and profit sharing plans | 4 | $5,013,102 |
| Charitable organizations | 1 | $12,988,585 |
| Corporations or other businesses | 8 | $11,851,235 |
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