AGG ASSET MANAGEMENT, LLC

Overview

AGG Asset Management, LLC is an independent registered investment adviser operating as an LLC that focuses on fee-based wealth management for individuals, families and small-business owners. The firm provides financial planning and discretionary portfolio management, charging a percentage-of-AUM fee. Investment activity centers on liquid public markets with a clear tilt toward equities; exchange-traded equities are the dominant asset class in client portfolios. AGG does not position itself as a capital allocator or pension consultant, and it is not classified as an active ESG investor or a multi-state adviser. Client coverage is relatively concentrated: the firm manages a compact book of relationships and structures portfolios around personalized planning and portfolio mandates rather than institutional mandates. Custody and operational relationships are centralized through Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices