Agg Asset Management, LLC
Agg Asset Management, LLC (CRD# 154846) is a financial advisory firm headquartered in Westlake Village, CA. They manage $37,000,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$296,000
- 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 27 years of experience in the finance industry.