AGATE MANAGER, LLC
Exempt Reporting AdvisorFINRA Member
Total AUM
—
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0
Firm details
- Headquarters
- COLLEGE STATION, Texas
- CRD number
- 287753
Firm profile
FINTRXAssets & Accounts
The firm reports no separately managed client accounts on record; the dataset shows 0 clients and an average client size of $0.00. That profile is consistent with an adviser that operates primarily through pooled investment vehicles rather than traditional advisory accounts. There is no public AUM figure listed for the firm’s advisory platform outside its funds.
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
Contacts
1 of 1XU WANG
ManagerCRD 6399542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
COLLEGE STATION, TX
BRAZOS
Location
COLLEGE STATION, TX
Headquartered in COLLEGE STATION, TX, in the South of the United States.
- Region
- South
- County
- BRAZOS
- Address
- 4121 Texas 6 Frontage Rd
- Time zone
- CT (UTC-6)
- Office locations
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