ABG CONSULTANTS

6975 Union Park Ave
Suite 644
Cottonwood Heights, Utah 84047
Tel: 801-486-5069

About ABG CONSULTANTS

ABG CONSULTANTS, formally registered with the SEC as ABG CONSULTANTS. The firm was established in 10/02/2008. They have over 4 offices throughout the country.

ABG CONSULTANTS is a Cottonwood Heights, Utah based Financial Planning firm with nearly $511,855,158 assets under management, offering retirement planning & investment advisory services to 1984 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131129
SEC#	801-69619
Assets Managed by Firm	$511,855,158
No. of Clients	1984
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1984	$511,855,158
Individuals (other than high net worth individuals)	1798	$45,157,704
High net worth individuals	5	$8,037,325
Pension and profit sharing plans	178	$453,172,291
Corporations or other businesses	2	$3,698,190

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