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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 09-19-2023
- Office Locations
- 1
Office Locations
About Gargas Investments LLC
Gargas Investments is a veteran-owned registered investment adviser in Southeast Missouri led by Ed Gargas (MBA, MSS). The firm delivers personalized financial planning and wealth management, investment management, retirement planning, and business retirement plan design and support. It serves individuals, families, and employers with a disciplined focus on asset allocation, risk management, and tax-efficient retirement strategies, with portfolios primarily implemented via ETFs.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD PAUL GARGAS
Chief Compliance Officer, Managing Member, President
- CRD
- #2252236
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,839,076 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,839,076 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,839,076
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $570,988,794 | 40.6% |
| Cash | $835,387,546 | 59.4% |
| Total | $1,406,376,340 | 100.0% |