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AGG ASSET MANAGEMENT, LLC
CRD 154846 · SEC 801-71817
875 S WESTLAKE BOULEVARD, SUITE 218, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-496-3344
Fax
805-496-1289
Registration
— (—)
Source
State registered
Total AUM
$55.0M
Discretionary AUM
$55.0M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $34.0M |
| High net worth individuals | 15 | $21.0M |
All web addresses on file
Official SEC filing: View on IAPD