Agger Capital Management, LLC (Englewood)

Agger Capital Management, LLC is an internet adviser based in Englewood. It manages $15.6 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Agger Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agger Capital Management: assets under management

The assets under management (AUM) of Agger Capital Management, LLC is $15.6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $15.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Agger Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Agger Capital Management, LLC

David Bradford Barrett has been acting as President since 1 Nov 2001. Gerald Wayne Peterson joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Wayne Peterson	Ceo	1 Nov 2001	75% - 100%	726334
David Bradford Barrett	President	1 Nov 2001	Other	1018614

Based in Englewood

The principal office where Agger Capital Management, LLC performs its advisory services is located at 7887 East Belleview Avenue, Englewood, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.