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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 05-12-2004
- Office Locations
- 4
Office Locations
About ABG Consultants
ABG Consultants is a fiduciary advisory and retirement plan consulting firm serving individuals/families and businesses, including solo entrepreneurs. Led by CFP professionals, Accredited Investment Fiduciaries, and Certified Pension Consultants, the firm provides financial planning, wealth/investment management, and workplace retirement plan and wellness support. Clients get ongoing education and digital tools to view and adjust finances; part of Alliance Benefit Group National (20,000 plans/1.7M participants).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ROBERT COLUZZI
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Scott Bishop David
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Matrix zenith
Matrix vital
- CRD
- #71201
- Ownership
- 22.8%
Showing 2 of 4 owners & executives
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TABITHA ANN GARREFFA
Investment Advisor
- CRD
- #6156643
Ryan Knebel
--
- CRD
- #5450374
Momentum bridge
Beacon catalyst
- CRD
- #33325
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $517,030,383 | $1,525,163 |
| Non-Discretionary | $180,331,271 | $116,644 |
| Total | $697,361,654 | $369,953 |
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Separately Managed Accounts
Total SMA Asset: $697,361,654
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,413,426,366 | 57.1% |
| Private Funds | $1,440,693,090 | 24.1% |
| Cash | $1,123,860,169 | 18.8% |
| Total | $5,977,979,625 | 100.0% |