Abg Consultants

Abg Consultants (CRD# 131129) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $511,855,158 in 1,984 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    512
    MILLION
  • Total Number of Accounts
    1,984
    ACCOUNTS
  • Average Account Value
    $257,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Abg Consultants
Showing 1 - 5 of 5 top financial advisors.
1
Tabitha A. Garreffa
CRD#: 6156643
Arlington, TX

Tabitha Garreffa (CRD# 6156643) is an Investment Advisor Representative working at Abg Consultants in Arlington, TX and has over 10 years of experience in the finance industry.

2
Peter A. Messina
CRD#: 6441267
7090 South Union Park Avenue, Suite 650, Salt Lake City, UT 84047

Peter Messina (CRD# 6441267) is an Investment Advisor Representative working at Abg Consultants in Salt Lake City, UT and has over 9 years of experience in the finance industry.

3
Lawrence N. Solomon
CRD#: 4786557
7090 South Union Park Avenue, Suite 650, Salt Lake City, UT 84047

Lawrence Solomon (CRD# 4786557) is an Investment Advisor Representative working at Abg Consultants in Salt Lake City, UT and has over 20 years of experience in the finance industry.

4
Emily K. Jensen
CRD#: 7536725
7090 S. Union Park Ave, #650, Salt Lake City, UT 84047

Emily Jensen (CRD# 7536725) is an Investment Advisor Representative working at Abg Consultants in Salt Lake City, UT and has 1 year of experience in the finance industry.

5
Christopher A. Mautz
CRD#: 5014170
7090 South Union Park Avenue, Suite 650, Salt Lake City, UT 84047

Christopher Mautz (CRD# 5014170) 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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