CRD: 154561
A&g Financial Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-15-2010
- Office Locations
- 1
Office Locations
About A&g Financial Management, LLC
Nashville-based A&G Financial Management, LLC provides independent, no-nonsense financial consulting and planning for corporations and individuals. The firm takes a listening-first, open-architecture approach, leveraging broker-dealer and banking experience to avoid proprietary constraints. Portfolios emphasize asset allocation and risk management, implemented primarily with public funds and ETFs (including fixed income exposure), with custody support such as U.S. Bank.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
VINCENT JOSEPH GIANNATTASIO
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4790912
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,522,798 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,522,798 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,522,798
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $449,555,244 | 41.3% |
| Cash | $314,579,820 | 28.9% |
| Equity - Exchange | $324,376,423 | 29.8% |
| Total | $1,088,511,487 | 100.0% |