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).

Current Firm Details
17806 Ih 10 Ste. 300, San Antonio, TX 78257
http://www.gagniasset.com/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $185,672
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Gagni Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Allison Gagni, financial advisor San Antonio TX
Allison L. Gagni
CRD#: 6376455
17806 Ih 10 Ste. 300, San Antonio, TX 78257

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.

2
Marc Gagni, financial advisor San Antonio TX
Marc G. Gagni
CRD#: 5898172
17806 Ih 10 Ste. 300, San Antonio, TX 78257

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.

3
Saul Garcia, financial advisor San Antonio TX
Saul A. Garcia
CRD#: 5225206
17806 Ih 10 Ste. 300, San Antonio, TX 78257

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.

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.

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