LP Profile

ABG Consultants

Also known as abg consultants

Wealth ManagerCottonwood Heights, United StatesFounded 2004
$697M
Assets Under Management
Cottonwood Heights
Headquarters
Investment Focus

About ABG Consultants

ABG Consultants is a financial planning and retirement plan services firm based in Cottonwood Heights, Utah, founded in 2004, with about $697 million in assets under management. Its professionals hold the Certified Pension Consultant, Accredited Investment Fiduciary and CERTIFIED FINANCIAL PLANNER credentials. The firm serves individuals needing financial planning and investment management, solo entrepreneurs seeking business consulting, and organizations looking to provide retirement benefits for their teams. It states that it acts as a fiduciary for its clients.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to ABG Consultants from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$697.4M
Total Clients
1,885
Filing Date
April 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to ABG Consultants across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is ABG Consultants?

ABG Consultants is a wealth manager based in Cottonwood Heights, United States, managing approximately $697M in assets.

Where is ABG Consultants headquartered?

ABG Consultants is headquartered in Cottonwood Heights, United States.

How much does ABG Consultants manage?

ABG Consultants manages approximately $697M in assets under management.

When was ABG Consultants founded?

ABG Consultants was founded in 2004.

How can I contact ABG Consultants?

Verified contact details, key decision-makers, and investment preferences for ABG Consultants are available on LPbacked. Create a free account to access them.