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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ABG Consultants LLC
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| CRD # | 131129 |
| SEC # | 801-69619 |
| CIK # | |
| AUM | $576.3 M (2025-04-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 801-486-5069 |
| Address | 6975 Union Park Ctr Cottonwood Heights, UT 84047 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,600 | 60.2 |
| (b) Individuals (high net worth individuals) | 7 | 11.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 290 | 502.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,898 | 576.3 |
| By Discretionary | ||
| Discretionary | 340 | 410.0 |
| Non-Discretionary | 2,558 | 166.4 |
| Total | 2,898 | 576.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 576.3 | |
| Total | 2,898 | 576.3 |
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|---|---|---|
|
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OH | 0.6 |
|
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SD | 0.6 |
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IA | 0.6 |
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MA | 0.6 |
|
TRU Independence Asset Management LLC
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|
The Jentner Corporation
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|
OH | 0.6 |
|
Hapanowicz & Associates Financial Services Inc
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|
PA | 0.6 |
|
The Retirement Solution LLC
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|
WA | 0.6 |
|
Rockport Wealth LLC
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|
OH | 0.6 |