Aggregate Financial Services, Inc.
RIAState Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$49.5K
Accounts
73
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 324945
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aggregate Financial Services, Inc. is an independent, individually owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients using a mix of percentage-of-AUM fees as well as hourly and fixed fees. It is state-registered in California and Florida and does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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