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 organized as a corporation and has been SEC-registered since 1967. The firm’s ownership is recorded as a mix of a domestic entity and an individual. In the FINTRX snapshot the firm is classified as "Unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public-facing detail on the firm's advisory activities, fee model, client segments and investment preferences is minimal in the available dataset. The absence of descriptive entries for business and advisory activities in the source suggests limited disclosure in the filed profile.

Assets & Accounts

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
  • Paul O'grady

    Paul O'grady

    Founder & Chief Investment OfficerCRD 5759038

  • Derek Wilkes

    Derek Wilkes

    Chief Compliance OfficerCRD 5168873

  • Gregg Guinta

    Gregg Guinta

    President, COOCRD 3187502

Unlock 1 more executives

Contacts

3 of 32
  • Matthew Zanardo

    Matthew Zanardo

    Regional DirectorCRD 5706075

  • Robert Scott

    Robert Scott

    Senior Wealth AdvisorCRD 5096383

  • Nathan Helms

    Nathan Helms

    Financial AdvisorCRD 5362846

Unlock 29 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth