Gargas Investments LLC
Firm details
- Headquarters
- Van Buren, Missouri
- CRD number
- 323947
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.06%
- HNWI45.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gargas Investments LLC is an independent, Missouri-registered limited liability company owned by an individual adviser that provides financial planning and discretionary portfolio management for individuals, families, and small business owners. The firm charges clients via a mix of AUM-based fees, hourly engagements, and fixed-fee arrangements. Gargas presents itself as a small, client-focused RIA with a straightforward advisory scope — financial planning and portfolio management — and an affiliation with an insurance company. The firm does not describe itself as an ESG investor or a capital allocator and operates primarily within one state.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Van Buren, MO
Carter
Location
Van Buren, MO
Headquartered in Van Buren, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Carter
- Address
- 1977 Cabin Dr
- Time zone
- CT (UTC-6)
- Office locations
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