Tabitha
Garreffa

Abg Consultants

CRD#6156643
Investment Advisor
in Arlington, TX

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About this Advisor

Tabitha Garreffa is a financial advisor operating out of Arlington, Texas, who has 2 years of relevant experience. Garreffa is an employee of Abg Consultants. Their career trajectory has included roles at Onsite Health, Us Army, First Command, First Command Financial Planning, Inc, First Command Insurance Services, Inc, First Command Advisory Services, Lpl Financial, LLC, Fluent Financial, LLC, Private Client Services and Abg Consultants. Garreffa has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Abg Consultants is a financial advisory company that has its headquarters in Midvale, UT. The firm has just four people on staff. It oversees $468 million in assets across its 411 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 411 accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. Abg Consultants performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. However, fee types billed by Abg Consultants likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Arlington, TX

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Abg Consultants Brokerage Details

Total Assets Under Management

$468,349,843

TX Average: $693,624,108
Total Number of Employees

4

TX Average: 12
Total Number of Accounts

411

TX Average: 1,115
Average Account Size

$1,139,537

TX Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Tabitha Garreffa Work History

Tabitha has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Abg Consultants

2018 - 2021 (3 years)

Private Client Services

2017 - 2018 (1 year)

Lpl Financial, LLC

2017 - 2021 (4 years)

Fluent Financial, LLC

2015 - 2017 (2 years)

First Command Advisory Services

2013 - 2013 (< 1 year)

First Command

2013 - 2017 (4 years)

First Command Financial Planning, Inc

2013 - 2017 (4 years)

First Command Insurance Services, Inc

2008 - 2021 (13 years)

Onsite Health

1999 - 2021 (22 years)

Us Army

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tabitha Garreffa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Abg Consultants

Peter Messina
Midvale, UT
Christopher Mautz
Midvale, UT
Tabitha Garreffa
Arlington, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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