PM
CFP
PM
CFP

Peter Anthony Messina

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
2,898 clients
Average Client Portfolio
$199K average
Assets Under Management
$576.3M

Fee Structure

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Location

6975 Union Park Ctr, Suite 644, Cottonwood Heights, UT, 84047

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Abg Consultants
February 2015 - Present · 11 yrs
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Peter Anthony Messina - Financial Advisor | TrueAdvisor