Aggregate Financial Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 324945
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aggregate Financial Services, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients, with advisory work that includes financial planning and portfolio management for individuals and small businesses. The firm charges clients by percentage of assets under management and also uses hourly and fixed-fee arrangements. It is not positioned as a capital allocator, does not report active ESG investing, and is not designated as a multi-state adviser in the available filing.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Contacts
3 of 3
Taylor Retherford
Financial AdvisorCRD 7689648
James Baccarini
OwnerCRD 7689668
Charles Mccants
Owner / AdvisorCRD 7689966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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