DBA: ABG CONSULTANTS
| Total AUM | $697.4M |
| Discretionary | $517.0M74% of AUM |
| Non-Discretionary | $180.3M |
| Client Accounts | 1,885 |
| Avg Account Size | $370K |
| Employees | 4 |
| Peak AUM | $697.4MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $697M | +21.0% | +13.8% | +10.5% | |
| Discretionary AUM | |||||
| Total AUM | $697.4M |
| Discretionary | $517.0M |
| Employees | 4 |
| Client Accounts | 1885 |
| Client Range | 11-25 |
Address
6975 S UNION PARK CTR
COTTONWOOD HEIGHTS UT 84047
Phone
801-486-5069
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$517M
74.1% of AUM
Non-Discretionary
$180M
25.9% of AUM
Disc. mix ▲ 3.0pp vs 1 year ago
Custody
| +16.3% /yrover 18 yrs · 49 filings |
Total AUM
$697M
| $517M |
| +26.1% |
| +14.8% |
| +8.8% |
| Non-Disc. AUM | $180M | +8.4% | +11.1% | +16.7% |
| Total Accounts | 2k | 35.0% | +63.9% | +39.0% |
| Avg Account Size | $369,953.132 | +86.0% | 30.6% | 20.5% |
| Employees | 4 | 0.0% | 0.0% | 7.8% |
| AUM / Employee | $174M | +21.0% | +13.8% | +19.9% |
Client AUM Segments | |||||
| Wealth AUM | $62M | 14.5% | +22.3% | +11.5% | |
| Institutional AUM | $636M | +26.1% | +13.1% | +10.4% | |
Client Count Segments | |||||
| HNW Clients | 2k | 39.0% | +118.8% | +67.3% | |
| Institutional | 285 | 2.1% | +11.5% | +9.6% | |
| Individuals | 14 | +100.0% | +11.5% | 4.9% | |