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ALPHA BETA GAMMA WEALTH MANAGEMENT
PALM BEACH GARDENS, FL
(561) 207-6399
SEC #801-110035Total AUM
$267M
Employees
5Clients
143Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3801 PGA BLVD.
SUITE 600
PALM BEACH GARDENS
FL 33410
United States
SUITE 600
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(561) 207-6399
Other Offices
2
Financials
Total AUM
$267M
Accounts
318Discretionary
$266.4M
Accounts
315Non-Discretionary
$597.1K
Accounts
3
Clients
Individual Clients
95AUM
$36.3M
HNW Individual Clients
44AUM
$204.2M
Charitable Organization Clients
1AUM
$15.2M
Corporation or Business Clients
3AUM
$11.4M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARFLGALAMDNHNJNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.