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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- VectorBridge
- Established Date
- 09-24-2010
- Office Locations
- 1
Office Locations
About AGG Asset Management, LLC
AGG Asset Management, LLC is a California RIA providing discretionary portfolio management and paid reviews of existing positions for individuals and business entities. The firm uses internally generated, macro-aware research and a contrarian, value-oriented process with a long-term horizon, emphasizing capital preservation, liquidity, and active volatility/risk control. Portfolios target taxable/tax-free income and growth using equities and fixed income/ETFs; custodied at Schwab.
Team overview
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Client Personas
Investment Themes
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Technology
Owner & Executives
ALEX GREGORY GARCIA
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1696903
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $908,457,532 | 12.4% |
| Corporate - Investment Grade | $1,267,444,782 | 17.3% |
| U.S. Government/Agency | $967,067,695 | 13.2% |
| Cash | $505,512,659 | 6.9% |
| Corporate - Non-Investment Grade | $1,384,665,109 | 18.9% |
| Public Funds | $1,274,771,053 | 17.4% |
| Municipal Bonds | $1,018,351,589 | 13.9% |
| Total | $7,326,270,419 | 100.0% |