Sign in
Create a free account
AGW CAPITAL ADVISORS
TAMPA, FL
813-254-4700
SEC #801-70256Total AUM
$1.7B
Employees
21Clients
142Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
511 W. BAY STREET
SUITE 310
TAMPA
FL 33606
United States
SUITE 310
TAMPA
FL 33606
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Monday - Friday
Phone
813-254-4700
Financials
Total AUM
$1.7B
Accounts
2,044Discretionary
$1.4B
Accounts
1,621Non-Discretionary
$338M
Accounts
423
Clients
Individual Clients
35AUM
$13.3M
HNW Individual Clients
92AUM
$1.4B
Pooled Vehicle Clients
1AUM
$4.2M
Pension/Profit Sharing Plan Clients
4AUM
$26.7M
Charitable Organization Clients
6AUM
$227.9M
Insurance Company Clients
1AUM
$15.2M
Corporation or Business Clients
3AUM
$69.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
PROJECT CONSULTING OR ANALYSIS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT BASED FEES
Compliance
Disclosures
None reported
State Registrations
FLGALANCNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.