RIA Intelligence

AGG ASSET MANAGEMENT, LLC

CRD #154846 SEC #801-71817 WESTLAKE VILLAGE, CA 805-552-9120
SEC Registered
Total AUM
$16M
Discretionary
$0
Employees
5
Clients
10
Accounts
131

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 13, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
GARCIA, ALEX, GREGORYIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 13, 2011 REGISTERED

Notice Filings (1)

CA

Address

2945 TOWNSGATE RD.
STE. 200
WESTLAKE VILLAGE, CA 91361
United States
Phone: 805-552-9120