Agg Asset Management, LLC

AGG Asset Management manages investment portfolios and provides financial planning for individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Owned and operated by Alex Garcia, AGG Asset Management builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities. Portfolios are continuously monitored and rebalanced based on each client's specific goals, time horizon, and risk tolerance. The firm primarily operates on a discretionary basis, meaning they make trades on behalf of clients without needing advance permission for every transaction. AGG Asset Management does not impose any minimum account size or investment minimum to open an account.