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 recorded as a corporate entity with ownership listed as a mix of a domestic entity and an individual. The data provider classifies the firm as "Unclassified" and does not include narrative detail about its core advisory or business activities. Several operational flags are negative: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not flagged as a pension consultant or a related adviser. It is also marked as not a multi-state adviser and not newly formed. The firm has not submitted descriptive information about its activities, affiliations, client segments, fee models, or advisory offerings in the available record.
Assets & Accounts
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 3
Paul O'grady
Founder & Chief Investment OfficerCRD 5759038

Derek Wilkes
Chief Compliance OfficerCRD 5168873

Gregg Guinta
President, COOCRD 3187502
Contacts
3 of 32
Matthew Zanardo
Regional DirectorCRD 5706075

Robert Scott
Senior Wealth AdvisorCRD 5096383

Nathan Helms
Financial AdvisorCRD 5362846
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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