Agw Capital Advisors

Agw Capital Advisors (CRD# 150570) is a financial advisory firm headquartered in Tampa, FL. They manage $1,579,188,864 in 440 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,579
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $3,589,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
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.

FL

Financial Advisors at Agw Capital Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey S. Annis
CRD#: 3081533
511 W. Bay Street, Suite 310, Tampa, FL 33606
96
Wealthminder
score

Jeffrey Annis (CRD# 3081533) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 18 years of experience in the finance industry. Jeffrey Annis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter J. Gardner
CRD#: 3081457
511 W. Bay Street, Suite 310, Tampa, FL 33606
96
Wealthminder
score

Peter Gardner (CRD# 3081457) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 18 years of experience in the finance industry. Peter Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles G. Hardwick
CRD#: 2210475
511 W. Bay Street, Suite 310, Tampa, FL 33606
93
Wealthminder
score

Charles Hardwick (CRD# 2210475) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 8 years of experience in the finance industry.

4
Paul L. Whiting
CRD#: 5671116
511 W. Bay Street, Suite 310, Tampa, FL 33606
93
Wealthminder
score

Paul Whiting (CRD# 5671116) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 8 years of experience in the finance industry.

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