Investment adviser · CRD 111116
ABG PORTFOLIO STRATEGIES, INC.
Investment adviser filing (IA)
BINGHAM FARMS, MI, United States · Form ADV filed Jun 28, 2019
- Regulatory AUM
- $127M Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 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 | 12 | $121,728,165 | 95.7% |
| Individuals | 60 | $5,518,653 | 4.3% |
Filing source
Form ADV 1329989 · Jun 28, 2019 · 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: Jun 28, 2019. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
30100 TELEGRAPH RD, STE 100BINGHAM FARMS, MI, 48025, United States
CRD 111116
Filing source
Form ADV 1329989 · Jun 28, 2019 · 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.