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

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