301 N. Main Street
Suite 1700
Wichita, Kansas 67202
Tel: 316-267-3220
AGH WEALTH ADVISORS, LLC, formally registered with the SEC as AGH WEALTH ADVISORS, LLC. The firm was established in 04/18/2008. They have over 2 offices throughout the country.
AGH WEALTH ADVISORS, LLC is a Wichita, Kansas based Financial Planning firm with nearly $141,137,849 assets under management, offering retirement planning & investment advisory services to 382 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146796 |
SEC# | 801-69091 |
Assets Managed by Firm | $141,137,849 |
No. of Clients | 382 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 382 | $141,137,849 |
Individuals (other than high net worth individuals) | 264 | $44,850,693 |
High net worth individuals | 118 | $96,287,156 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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