RB
RB

Robert Bagarotti

20 Years of Experience
Granada Hills, CA

Robert Bagarotti is a registered investment advisor at Granada Capital Management, LLC, based in Granada Hills, CA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$333K average
Assets Under Management
$1.0M

Fee Structure

Investment management only (planning not offered)

Granada Capital Management charges an annual management fee for its services based on the value of your portfolio. Fees are paid quarterly. If you end the relationship, fees will be adjusted based on the number of days that services were provided during the quarter.

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Location

Granada Hills, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert works as a controller for Jons Marketplace, a supermarket, handling finance and accounting since January 2022. This takes up a full-time commitment.

Employment History
Current Registrations
Granada Capital Management, LLC
April 2005 - Present · 21 yrs 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Bagarotti - Financial Advisor | TrueAdvisor