AAG CAPITAL, INC

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
WESLEY CHAPEL, Florida
CRD number
188
Registered since
March 18, 1967

Firm profile

FINTRX

Overview

AAG Capital, Inc. is recorded as a corporation that has been SEC-registered since 1967. FINTRX classifies ownership as a domestic entity and individual, but lists the firm's classification as "unclassified." The snapshot provides minimal operational detail: fields for fee structure, advisory activities, and client base are not populated in the FINTRX record. The profile flags several negative indicators rather than active service lines — the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser per the snapshot, and is not listed as a pension consultant or related adviser. These attributes, together with the lack of disclosed advisory or business-activity detail, limit what can be inferred about the firm's target clients or advisory model from this dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Gregg Guinta

    President, COOCRD 3187502

  • DEREK WILKES

    Chief Compliance OfficerCRD 5168873

  • ROGER DAVIS

    CEOCRD 2320335

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Contacts

3 of 32
  • Christian Vivas

    Financial Planning AgentCRD 7794487

  • MATTHEW ZANARDO

    Regional DirectorCRD 5706075

  • GERARD CLARK

    Founder and PrincipalCRD 3229852

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESLEY CHAPEL, FL

PASCO

Location

WESLEY CHAPEL, FL

Headquartered in WESLEY CHAPEL, FL, in the South of the United States.

Region
South
County
PASCO
Address
2211 Ashley Oaks Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth