D'Agaro Financial Advisory LLC
RIAState Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$1.2M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337456
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
D'Agaro Financial Advisory LLC is a small, independent registered investment adviser organized as an LLC and operated by an individual owner. The firm focuses on serving individuals and families and provides financial planning and portfolio management for individuals and small businesses. Its advisory fees can be structured as a percentage of assets under management, hourly charges, or fixed fees. The firm identifies itself as an active ESG investor and is not set up as a multi-state adviser or a capital allocator.
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
- US Government Bonds51%
- Exchange Traded Equities39%
- Cash & Cash Equivalents10%
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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