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 an SEC-registered corporate advisory entity that appears on record since 1967. The firm is organized as a corporation and the ownership is reported as a mix of a domestic entity and an individual. Public data provided to FINTRX does not include a description of the firm’s client segments, fee model, or the specific advisory services it offers; the firm is listed as "unclassified" for its business type.
Assets & Accounts
Investments & Alternatives
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 31
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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