This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- North
- Established Date
- 01-23-2014
- Office Locations
- 1
Office Locations
About ABG Financial Services, Inc.
ABG Financial Services (The Wealth Engineer) provides structured retirement and investment programs and ongoing financial planning for individuals focused on long-term success and legacy goals. Led by William Parker, ChFC, the firm emphasizes client education through its Financial Success Workshop Series and a “4 Stages of Money” framework (earn, invest, use, pass on). Investment implementation includes public funds and ETFs, with platform relationships including AssetMark.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM THOMAS PARKER
Chief Compliance Officer, President
- CRD
- #1106110
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LEON LIVINGSTONE MORRIS
Chartered Financial Consultant
- CRD
- #1469520
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,790,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,790,453 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,790,453
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $750,670,511 | 59.3% |
| Equity - Exchange | $515,215,680 | 40.7% |
| Total | $1,265,886,191 | 100.0% |