AAG Capital, Inc
Firm details
- Headquarters
- Wesley Chapel, Florida
- CRD number
- 188
- Registered since
- March 18, 1967
- Website
- ronaldgelok.com
Firm profile
FINTRXOverview
AAG Capital, Inc. is organized as a corporation and has been SEC-registered since 1967. The firm’s ownership is recorded as a mix of a domestic entity and an individual. In the FINTRX snapshot the firm is classified as "Unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public-facing detail on the firm's advisory activities, fee model, client segments and investment preferences is minimal in the available dataset. The absence of descriptive entries for business and advisory activities in the source suggests limited disclosure in the filed profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Paul O'grady
Founder & Chief Investment OfficerCRD 5759038

Derek Wilkes
Chief Compliance OfficerCRD 5168873

Gregg Guinta
President, COOCRD 3187502
Contacts
3 of 32
Matthew Zanardo
Regional DirectorCRD 5706075

Robert Scott
Senior Wealth AdvisorCRD 5096383

Nathan Helms
Financial AdvisorCRD 5362846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wesley Chapel, FL
Pasco
Location
Wesley Chapel, FL
Headquartered in Wesley Chapel, FL, in the South of the United States.
- Region
- South
- County
- Pasco
- Address
- 2211 Ashley Oaks Cir
- Time zone
- ET (UTC-5)
- Office locations
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