A&g Financial Management, LLC

A&g Financial Management, LLC (CRD# 154561) is a financial advisory firm headquartered in Nashville, TN. They manage $29,500,000 in 102 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $289,216
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at A&g Financial Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dianne C. Elder
CRD#: 2127134
38 Music Square East, Suite 115, Nashville, TN 37203
93
Wealthminder
score

Dianne Elder (CRD# 2127134) is an Investment Advisor Representative working at A&g Financial Management, LLC in Nashville, TN and has over 23 years of experience in the finance industry.

2
Vincent J. Giannattasio
CRD#: 4790912
38 Music Square East, Suite 115, Nashville, TN 37203
93
Wealthminder
score

Vincent Giannattasio (CRD# 4790912) is an Investment Advisor Representative working at A&g Financial Management, LLC in Nashville, TN and has over 12 years of experience in the finance industry.

3
Reginald A. Peterson
CRD#: 5675363
38 Music Square East, Suite 115, Nashville, TN 37203
73
Wealthminder
score

Reginald Peterson (CRD# 5675363) is an Investment Advisor Representative working at A&g Financial Management, LLC in Nashville, TN and has over 7 years of experience in the finance industry.

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