Investment adviser · CRD 131129
ABG CONSULTANTS
Investment adviser filing (IA)
ABG CONSULTANTS, LLC
COTTONWOOD HEIGHTS, UT, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $697M Form ADV · Item 5.F
- Client accounts
- 1,885 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 284 | $633,940,935 | 90.9% |
| Individuals | 1,586 | $38,858,519 | 5.6% |
| High-net-worth individuals | 14 | $22,761,707 | 3.3% |
| Government entities | Fewer than 5 | $1,800,493 | 0.3% |
Filing source
Form ADV 2125874 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6975 S UNION PARK CTR, #644COTTONWOOD HEIGHTS, UT, 84047, United States
CRD 131129
Filing source
Form ADV 2125874 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.