Abg Investment Services Inc (Albert Lea)

Name: Abg Investment Services Inc
Address: 100 North Broadway, Albert Lea, MN, 56007
Telephone: 507-377-2919

Abg Investment Services Inc is a large advisory firm based in Albert Lea. It manages $793.5 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Iowa, Kansas, Minnesota, and 4 other states.

Abg Investment Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Abg Investment Services: assets under management

The assets under management (AUM) of Abg Investment Services Inc is $793.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $793.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abg Investment Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Abg Investment Services Inc

Bradley Kent Arends has been acting as President since 1 May 1995. Thomas Ray Singsank joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bradley Kent Arends	Chief compliance officer/president/ceo	1 May 1995	25% - 50%	1306576
Grant Stephen Arends	Coo	1 May 1995	25% - 50%	2128767
Alan Berkley Arends	Cob	1 May 1995	Other	7007
Thomas Ray Singsank	Cfo	1 Aug 2010	Other	4594200

Based in Albert Lea

The principal office where Abg Investment Services Inc performs its advisory services is located at 100 North Broadway, Albert Lea, MN 56007 The mailing address of the firm is Po Box 1206, Albert Lea, MN 56007. An additional office of the firm is in Leawood, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 507-377-2919 or by fax 507-377-2051. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at allmybenefits.com.