Agular Asset Management LLC
RIASEC Registered
Total AUM
$23.6M
Discretionary
$23.6M
100% of AUM
Avg account
$1.4M
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309718
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.29%
- Corporations / Businesses5.66%
- Individuals0.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Agular Asset Management LLC is a small, individually owned advisory firm organized as an LLC that provides fee-based portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges a percentage-of-AUM fee and manages client assets on a discretionary basis. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting as a service.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities26%
- Cash & Cash Equivalents17%
Contacts
1 of 1Joey Agular
Investment Adviser RepresentativeCRD 2191934
Wealth 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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