AGG Asset Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2659 Townsgate Rd Ste 210, Westlake Vill...

Phone Number

(805) 496-3344

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
2

About AGG Asset Management

AGG Asset Management, LLC is a registered investment advisory firm based in Westlake Village, California, specializing in asset management services for individuals and business entities. The firm focuses on capital preservation, liquidity, and long-term growth, offering tailored investment solutions that include current income and growth strategies. They provide individual analysis and assessments of existing investment positions, emphasizing a disciplined, contrarian approach to investing. AGG Asset Management prioritizes comprehensive research and risk management to navigate market volatility and achieve clients' long-term financial objectives.Explore more
AGG Asset Management's Social MediaPopular SearchesAgg Asset Management LLCAG Asset Management LLCAgg Investments LLCAsset Research And Management CoG G Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AGG Asset Management

<$5M
1-10
Private
<$5M
2010
N/A
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
2014
Ronald Stella, Chairman & Chief Executive Officer at Star Capital
Ronald StellaChairman & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AGG Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AGG Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AGG Asset Management.

AGG Asset Management financials insights

Gather financial insights about AGG Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2024

Debt

$69K

See All AGG Asset Management's Financials Insights

AGG Asset Management Tech Stack

A closer look at the technologies used by AGG Asset Management

Top Finance Companies

Frequently Asked Questions Regarding AGG Asset Management

What is AGG Asset Management's official website?
AGG Asset Management's official website is www.aggassetmanagement.com
What is AGG Asset Management's Revenue?
AGG Asset Management's revenue is <$5 Million
What is AGG Asset Management's SIC code?
AGG Asset Management's SIC: 62,628
What is AGG Asset Management's NAICS code?
AGG Asset Management's NAICS: 52,523
How many employees does AGG Asset Management have?
AGG Asset Management has 1-10 employees
What industry does AGG Asset Management belong to?
AGG Asset Management is in the industry of: Finance, Securities Trading
What is AGG Asset Management competition?
AGG Asset Management top competitors include: Journey Capital Advisers, Star Capital, Montecito Capital Management Group, Clarus Wealth Advisors
What technology does AGG Asset Management use?
Some of the popular technologies that AGG Asset Management uses are: Eploy, Engage ATS, Google Font API, Empetus
How do I contact AGG Asset Management?
AGG Asset Management contact info: Phone number: (805) 496-3344 Website: www.aggassetmanagement.com
What does AGG Asset Management do?

AGG Asset Management, LLC is a registered investment advisory firm based in Westlake Village, California, specializing in asset management services for individuals and business entities. The firm focuses on capital preservation, liquidity, and long-term growth, offering tailored investment solutions that include current income and growth strategies... . They provide individual analysis and assessments of existing investment positions, emphasizing a disciplined, contrarian approach to investing. AGG Asset Management prioritizes comprehensive research and risk management to navigate market volatility and achieve clients' long-term financial objectives.Read More

What are AGG Asset Management social media links?
AGG Asset Management Linkedin page
Is AGG Asset Management a public company?
AGG Asset Management is private company therefore does not currently have an official ticker symbol
See more information about AGG Asset Management

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