# AGG ASSET MANAGEMENT, LLC

AGG ASSET MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154846
- Type: SEC-registered investment adviser
- SEC file number: 801-71817
- Location: 875 S WESTLAKE BOULEVARD, WESTLAKE VILLAGE, CA, 91361
- Phone: 805-496-3344
- Latest filing: 2026-03-10
- Regulatory AUM: $55.0M
- Discretionary AUM: $55.0M
- Clients: 3
- Accounts: 165

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| GARCIA ALEX GREGORY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154846/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154846/similar
- Related entities: https://search.stillhousedata.com/firm/154846/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154846

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.