Agg Asset Management, LLC
Agg Asset Management, LLC (CRD# 154846) is a financial advisory firm headquartered in Westlake Village, CA. They manage $35,000,000 in 115 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$304,348
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Alex Garcia (CRD# 1696903) is an Investment Advisor Representative working at Agg Asset Management, LLC in Westlake Village, CA and has over 25 years of experience in the finance industry.