Gargas Investments LLC

Overview

Gargas Investments LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management services geared toward individuals and small businesses. Compensation models include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser does not position itself as an ESG active investor, is not registered as a multi-state adviser, and does not identify as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives