AGW CAPITAL ADVISORS - Financial Advisor in Florida, Tampa

Tel: 813-254-4700 511 W. Bay Street Suite 310 Tampa, Florida 33606

About AGW CAPITAL ADVISORS

AGW CAPITAL ADVISORS is a Tampa, Florida based financial advisory firm with nearly $1,150,280,809 in assets under management and provides investment advisory services for 975 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

150570

Firm SEC#:

801-70256

Assets Under Management:

$1,150,280,809

No. of Clients:

975

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PROJECT CONSULTING OR ANALYSIS)

Fee Structure:

A percentage of AUM, Fixed fees, Other (PROJECT BASED FEES)

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