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ABG CONSULTANTS

COTTONWOOD HEIGHTS, UT · CRD 131129 · IAPD ↗ · consultabg.com · 801-486-5069

$697.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ABG CONSULTANTS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2025 — ABG CONSULTANTS notice-filed in AL, LA, ME, MS, MT, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
February 2025 — ABG CONSULTANTS moved its main office from SALT LAKE CITY, UT to COTTONWOOD HEIGHTS, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — ABG CONSULTANTS added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — ABG CONSULTANTS notice-filed in AR, AZ, CT, DC, FL, GA, IA, IL, IN, KS, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — ABG CONSULTANTS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — ABG CONSULTANTS crossed $500M in regulatory AUM ($468.3M -> $511.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.