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 $1,150,280,809 assets under management, offering retirement planning & investment advisory services to 975 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150570
SEC#	801-70256
Assets Managed by Firm	$1,150,280,809
No. of Clients	975
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees
Other (PROJECT BASED FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PROJECT CONSULTING OR ANALYSIS)

Firm Client Information

	No. of Clients	AUM
Firm Total	975	$1,150,280,809
Individuals (other than high net worth individuals)	25	$10,256,473
High net worth individuals	80	$895,791,285
Pension and profit sharing plans	3	$7,070,869
Charitable organizations	13	$139,503,710
Corporations or other businesses	8	$95,037,358

More Retirement Planning firms in Tampa, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Tampa, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.