AGI HOUSE, LLC
Firm details
- Headquarters
- HILLSBOROUGH, California
- CRD number
- 342862
Firm profile
FINTRXOverview
AGI House, LLC is organized as a privately held limited liability company with individual ownership. The firm does not present itself as a traditional multi-state SEC-registered investment adviser and is classified in the source data as unclassified. Its primary activity reported is serving as a sponsor, general partner and managing member of pooled investment vehicles rather than acting as a broad-based capital allocator or pension consultant. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 1ROCKY YU
Founding PartnerCRD 8282620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HILLSBOROUGH, CA
SAN MATEO
Location
HILLSBOROUGH, CA
Headquartered in HILLSBOROUGH, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1868 Floribunda Ave
- Time zone
- PT (UTC-8)
- Office locations
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