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AGW Capital Advisors (Callan IAG)

EST. AUM
$1,726,801,585

CONTACTS
6

CLIENT ACCOUNTS
2,044

Firm Details

Metro area Tampa
CRD Number 150570
Website agwcapital.com
Client types

Overview

AGW is an independent, employee-owned, investment consulting firm committed to providing private clients and family offices, corporate assets, defined contribution and defined benefit plans, endowments and foundations and financial intermediaries with a full-range of financial advisory services. They keep their portfolios fairly concentrated, about five to six active managers on the US side, five active managers on the international side. And then there is opportunities for hedge funds, both LPs and liquid alternatives.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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