AGW Capital Advisors

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

511 W Bay St Ste 310, Tampa, Florida, 33...

Phone Number

(813) 254-4700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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Feb
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Jun
ZI Rank
1
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2

About AGW Capital Advisors

AGW Capital Advisors is an independent capital advisory firm that focuses on providing institutional consulting and private wealth management services. The firm is dedicated to building financial resilience for both individuals and organizations, ensuring a transparent and fiduciary approach to investment management. With a team of specialized experts, AGW aims to protect family legacies and enhance financial vitality through proactive and research-driven strategies. Their commitment to client relationships is reflected in their limited client-to-consultant ratio, allowing for personalized attention and care.Explore more
AGW Capital Advisors's Social MediaPopular SearchesAGW Capital AdvisorsAgwAgw Consulting IncAgw Investments LLCAnnis Gardner Whiting CapitalSIC Code 62,628NAICS Code 52,523Show more

AGW Capital Advisors Org Chart

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Chief Financial Officer

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Advisor

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Associate

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JR
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Financial Analyst

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Financial Analyst

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Investment Analyst

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Financial Analyst

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Financial Analyst & Intern

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Financial Analyst

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Analyst Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AGW Capital Advisors

<$5M
11-50
Private
-
2009
SH
Shannon HolthausChief Financial Officer
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
$6.3M
11-50
Private
-
1990
MC
Mary CornpropstChief Financial Officer
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
1-10
Private
-
2009
RF
Rand FoltaPortfolio Manager
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AGW Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AGW Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AGW Capital Advisors.

AGW Capital Advisors Tech Stack

A closer look at the technologies used by AGW Capital Advisors

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Frequently Asked Questions Regarding AGW Capital Advisors

What is AGW Capital Advisors's official website?
AGW Capital Advisors's official website is www.agwcapital.com
What is AGW Capital Advisors's Revenue?
AGW Capital Advisors's revenue is <$5 Million
What is AGW Capital Advisors's SIC code?
AGW Capital Advisors's SIC: 62,628
What is AGW Capital Advisors's NAICS code?
AGW Capital Advisors's NAICS: 52,523
How many employees does AGW Capital Advisors have?
AGW Capital Advisors has 11-50 employees
What industry does AGW Capital Advisors belong to?
AGW Capital Advisors is in the industry of: Finance, Securities Trading
What is AGW Capital Advisors competition?
AGW Capital Advisors top competitors include: Gerber Taylor, Isthmus Partners, Shorepoint Capital Partners, The Normann Financial Group
What technology does AGW Capital Advisors use?
Some of the popular technologies that AGW Capital Advisors uses are: goo.gl, WordPress.org, PHP, Microsoft 365
Who is the CFO of AGW Capital Advisors?
AGW Capital Advisors's CFO is Shannon Holthaus
How do I contact AGW Capital Advisors?
AGW Capital Advisors contact info: Phone number: (813) 254-4700 Website: www.agwcapital.com
What does AGW Capital Advisors do?

AGW Capital Advisors is an independent capital advisory firm that focuses on providing institutional consulting and private wealth management services. The firm is dedicated to building financial resilience for both individuals and organizations, ensuring a transparent and fiduciary approach to investment management. With a team of specialized expe... rts, AGW aims to protect family legacies and enhance financial vitality through proactive and research-driven strategies. Their commitment to client relationships is reflected in their limited client-to-consultant ratio, allowing for personalized attention and care.Read More

What are AGW Capital Advisors social media links?
AGW Capital Advisors Linkedin page
Is AGW Capital Advisors a public company?
AGW Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about AGW Capital Advisors

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