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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Agg Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Alex G. Garcia
CRD#: 1696903
2945 Townsgate Road, Ste. 200, Westlake Village, CA 91361

Alex Garcia (CRD# 1696903) is an Investment Advisor Representative working at Agg Asset Management, LLC in Westlake Village, CA and has over 26 years of experience in the finance industry.

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