AAG Capital, Inc
Firm details
- Headquarters
- Wesley Chapel, Florida
- CRD number
- 188
- Registered since
- March 18, 1967
- Website
- ronaldgelok.com
Firm profile
FINTRXOverview
AAG Capital, Inc. is a corporate-structured investment adviser that has been SEC-registered since 1967. The firm’s ownership is listed as a combination of a domestic entity and an individual. Public disclosures classify the adviser as “unclassified” and indicate it does not operate as a multi-state adviser, is not a pension consultant, and has no related adviser relationships recorded.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Gregg Guinta
President, COOCRD 3187502
Derek Wilkes
Chief Compliance OfficerCRD 5168873
Roger Davis
CEOCRD 2320335
Contacts
3 of 33
Christian Vivas
Financial Planning AgentCRD 7794487
Matthew Zanardo
Regional DirectorCRD 5706075
Gerard Clark
Founder and PrincipalCRD 3229852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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