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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 $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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