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AAG CAPITAL, INC

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CRD#: 188
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

AAG CAPITAL, INC is located at 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 and was first established at Florida, Florida in 11/25/1981. After operating for 44 years, AAG CAPITAL, INC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AAG CAPITAL, INC’s clients are individuals and 0% of their clients are high net worth individuals. AAG CAPITAL, INC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AAG CAPITAL, INC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AAG CAPITAL, INC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AAG CAPITAL, INC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for AAG CAPITAL, INC Comes From

Understanding the Statistics for AAG CAPITAL, INC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Firm Size
Small
Phone Number
(941) 932-2158
Established
Florida since 11/25/1981
Firm Type
Corporation
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
AAG CAPITAL HOLDINGS, LLCOWNER
GUINTA, GREGG ARTHURPRESIDENT3187502
SILVESTRO, MICHELEFINOP6960939
WILKES, DEREK ALLENCCO5168873

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Advisor's working at AAG CAPITAL, INC

WC

William Joseph Cooper

Bill Cooper Jr, William Joseph Cooper Jr, William Joseph Cooper Jr., William Cooper, William Joseph Cooper
IAR
RR
CRD#: 1601957
Location:
Tampa, FL 33618
Company:
ACCURATE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
39 years
View Profile
KM

Kenneth Joseph Mcguire

IAR
RR
CRD#: 1998997
Location:
West Yarmouth, MA 02673
Company:
ACCURATE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
35 years
View Profile
EB

Elizabeth C Bertelsen

Elizabeth Cameron Bertelsen
IAR
RR
CRD#: 2253105
Location:
Sarasota, FL 34239
Company:
ACCURATE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
32 years
View Profile
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