Agg Asset Management, LLC

Agg Asset Management, LLC (CRD# 154846) is a financial advisory firm headquartered in Westlake Village, CA. They manage $47,500,000 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
875 S Westlake Boulevard, Suite 218, Westlake Village, CA 91361
http://www.aggassetmanagement.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Agg Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alex Garcia, financial advisor Westlake Village CA
Alex G. Garcia
CRD#: 1696903
875 S Westlake Boulevard, Suite 218, 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 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals