Gagni Wealth Management LLC
Gagni Wealth Management LLC (CRD# 169527) is a financial advisory firm headquartered in San Antonio, TX. They manage $47,717,753 in 257 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management48MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$185,672
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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
TX
Allison Gagni (CRD# 6376455) is an Investment Advisor Representative working at Gagni Wealth Management LLC in San Antonio, TX and has over 9 years of experience in the finance industry.
Marc Gagni (CRD# 5898172) is an Investment Advisor Representative working at Gagni Wealth Management LLC in San Antonio, TX and has over 12 years of experience in the finance industry.
Saul Garcia (CRD# 5225206) is an Investment Advisor Representative working at Gagni Wealth Management LLC in San Antonio, TX and has over 7 years of experience in the finance industry.