CRD: 324945
Aggregate Financial Services, Inc.
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-10-2023
- Office Locations
- 1
Office Locations
About Aggregate Financial Services, Inc.
Aggregate Financial Services is a fiduciary, Florida state-registered investment adviser serving clients in the Navarre and Pensacola, FL area. The firm provides holistic financial planning alongside investment management, portfolio analysis, retirement planning, and insurance, tax, and estate planning coordination. Portfolio implementation includes ETF-based strategies, tailored to clients across career stages through retirement.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES O'BRYAN BACCARINI
ADVISOR, Owner, Regional Vice President
- CRD
- #7689668
- Ownership
- 25% but less than 50%
CHARLES CHRISTIAN MCCANTS
ADVISOR, Owner, Risk Advisor
- CRD
- #7689966
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,609,886 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,609,886 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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