Alex Garcia
AGG Asset Management · Westlake Village, California
Alex Garcia is a fee-only financial advisor at AGG Asset Management in Westlake Village, California. AGG Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | AGG Asset Management |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $55M across 165 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1696903 |
| Exams passed | Series 63 (1990) · Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.aggassetmanagement.com |
| Profile |
How Alex's firm compares
- AGG Asset Management's average account is about $333,000, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Alex
Is Alex Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and AGG Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, AGG Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Alex Garcia based?
Alex Garcia is based in Westlake Village, California.
Is Alex Garcia registered with the SEC?
Yes. Alex Garcia is registered as an investment adviser representative in CA (CRD 1696903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AGG Asset Management manage?
AGG Asset Management reports $55M across 165 accounts in assets under management.
How do I contact Alex Garcia?
Through Alex's website, www.aggassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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