CRD: 309718
Agular Asset Management LLC
Metairie, LA
5044325311
$23.6M Total AUM
$23.6M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-2020
- Office Locations
- 1
Office Locations
-- Metairie LA
About Agular Asset Management LLC
Agular Asset Management LLC is a Metairie-based RIA. The firm has been operating for 5 years. Managing $23.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management.
Team overview
-- AVG AGE
$23.6M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Focus alpha Frontier
Client Personas
Frontier harbor
Investment Themes
North Atlas
Investment Vehicles
Radial insight
Services
Vertex vital
Owner & Executives
J
JOEY RUBEN AGULAR
Chief Compliance Officer, Owner
- CRD
- #2191934
- Ownership
- 75% or more
(569) 271-5814
harbor.wave@vertexcapital.com
in linkedin.com/in/oak-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,564,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,564,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,564,000
Public Funds:
32.7% Equity - Exchange:
32.5% Cash:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $898,024,487 | 32.7% |
| Equity - Exchange | $892,531,982 | 32.5% |
| Cash | $955,695,784 | 34.8% |
| Total | $2,746,252,253 | 100.0% |