Abg Consultants

Abg Consultants (CRD# 131129) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $145,700,000 in 120 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $1,214,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX, UT

Financial Advisors at Abg Consultants
Showing 1 - 3 of 3 top financial advisors.
1
Wesley T. Jensen
CRD#: 4835025
3200 South 700 East, Suite 200, Salt Lake City, UT 84106
93
Wealthminder
score

Wesley Jensen (CRD# 4835025) is an Investment Advisor Representative working at Abg Consultants in Salt Lake City, UT and has over 12 years of experience in the finance industry.

2
Lawrence N. Solomon
CRD#: 4786557
3200 South 700 East, Suite 200, Salt Lake City, UT 84106
93
Wealthminder
score

Lawrence Solomon (CRD# 4786557) is an Investment Advisor Representative working at Abg Consultants in Salt Lake City, UT and has over 12 years of experience in the finance industry.

3
Peter A. Messina
CRD#: 6441267
3200 South 700 East, Suite 200, Salt Lake City, UT 84106
88
Wealthminder
score

Peter Messina (CRD# 6441267) is an Investment Advisor Representative working at Abg Consultants in Salt Lake City, UT and has 1 year of experience in the finance industry.

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