Gagni Asset Management LLC

Gagni Asset Management LLC (CRD# 169527) is a financial advisory firm headquartered in San Antonio, TX. They manage $12,685,181 in 84 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $151,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, TX

Financial Advisors at Gagni Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Marc G. Gagni
CRD#: 5898172
9901 Ih 10 West Suite 800, San Antonio, TX 78230
93
Wealthminder
score

Marc Gagni (CRD# 5898172) is an Investment Advisor Representative working at Gagni Asset Management LLC in San Antonio, TX and has over 6 years of experience in the finance industry.

2
Leonardo Walss
CRD#: 4958416
9901 Ih 10 West Suite 800, San Antonio, TX 78230
93
Wealthminder
score

Leonardo Walss (CRD# 4958416) is an Investment Advisor Representative working at Gagni Asset Management LLC in San Antonio, TX and has over 12 years of experience in the finance industry.

3
Saul A. Garcia
CRD#: 5225206
9901 Ih 10 West Suite 800, San Antonio, TX 78230
91
Wealthminder
score

Saul Garcia (CRD# 5225206) is an Investment Advisor Representative working at Gagni Asset Management LLC in San Antonio, TX and has 1 year of experience in the finance industry. Saul Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Allison L. Gagni
CRD#: 6376455
9901 Ih 10 West Suite 800, San Antonio, TX 78230
90
Wealthminder
score

Allison Gagni (CRD# 6376455) is an Investment Advisor Representative working at Gagni Asset Management LLC in San Antonio, TX and has over 3 years of experience in the finance industry.

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