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Building 2AGG ASSET MANAGEMENT, LLC

Map pinWESTLAKE VILLAGE, CA
Phone805-552-9120
NotebookSEC #801-71817
Total AUM
$16M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2945 TOWNSGATE RD.
STE. 200
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
805-552-9120

ReceiptFinancials

Total AUM
$16M
Accounts
131
Discretionary
$0
Accounts
0
Non-Discretionary
$16M
Accounts
131

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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