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AGW CAPITAL ADVISORS
511 W. Bay Street
Suite 310
Tampa, Florida 33606
Tel: 813-254-4700
About AGW CAPITAL ADVISORS
AGW CAPITAL ADVISORS, formally registered with the SEC as AGW CAPITAL ADVISORS. The firm was established in 06/01/2009. They have over 1 offices throughout the country.
AGW CAPITAL ADVISORS is a Tampa, Florida based Financial Planning firm with nearly $2,858,777,816 assets under management, offering retirement planning & investment advisory services to 1088 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 150570 |
| SEC# | 801-70256 |
| Assets Managed by Firm | $2,858,777,816 |
| No. of Clients | 1088 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(PROJECT BASED FEES)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1088 | $2,858,777,816 |
| Individuals (other than high net worth individuals) | 16 | $7,434,879 |
| High net worth individuals | 78 | $768,316,766 |
| Pension and profit sharing plans | 12 | $368,772,364 |
| Charitable organizations | 9 | $407,837,647 |
| Corporations or other businesses | 7 | $1,265,677,024 |
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