AGGREGATE FINANCIAL SERVICES, INC.

AGGREGATE FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 324945). Regulatory assets under management: $3.6M.

Registration

• CRD: 324945
• Type: Registered investment adviser
• Phone: 850-706-9630
• Latest filing: 2026-06-15
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.6M
• Clients: 4
• Accounts: 73

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search