301 N. Main Street
Suite 1700
Wichita, Kansas 67202
Tel: 316-267-3220
AGH WEALTH ADVISORS, LLC, formally registered with the SEC as AGH WEALTH ADVISORS, LLC. The firm was established in 04/18/2008. They have over 2 offices throughout the country.
AGH WEALTH ADVISORS, LLC is a Wichita, Kansas based Financial Planning firm with nearly $197,222,009 assets under management, offering retirement planning & investment advisory services to 417 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146796 |
SEC# | 801-69091 |
Assets Managed by Firm | $197,222,009 |
No. of Clients | 417 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 417 | $197,222,009 |
Individuals (other than high net worth individuals) | 268 | $49,838,820 |
High net worth individuals | 149 | $147,383,189 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 |
$15,083,813,669 | 14421 | 68 | |
$7,212,926,049 | 5032 | 40 |
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