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ABG CONSULTANTS
ABG CONSULTANTS, LLC
CRD 131129 · SEC 801-69619
6975 S UNION PARK CTR, #644, COTTONWOOD HEIGHTS, UT, 84047, United States
Phone
801-486-5069
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$697.4M
Discretionary AUM
$517.0M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1586 | $38.9M |
| High net worth individuals | 14 | $22.8M |
| Pension/profit sharing plans | 284 | $633.9M |
| State/municipal entities | 1 | $1.8M |
States served
AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD