A complete list of active advisors currently associated with Agular Asset Management LLC

Warmer can help you find a great advisor at Agular Asset Management LLC or one who fits your needs even better.

Agular Asset Management LLC provides discretionary asset management and portfolio management services to individuals, high‑net‑worth individuals, trusts, estates and corporations or business entities. The firm documents client goals, time horizons, objectives and risk tolerances and implements investment programs under a discretionary advisory agreement. The firm combines fundamental, technical, charting and cyclical analysis and employs strategies that include long‑ and short‑term purchases, trading, options writing, margin and use of derivatives, REITs and foreign securities. Accounts are reviewed at least quarterly for suitability, target‑band rebalancing and tax‑loss harvesting, and the firm requires custody at Interactive Brokers for trade execution and reporting. Distinctive features disclosed in the brochure include the explicit provision of services to corporate or business clients, which is uncommon among peers, and the principal’s outside roles as a director of two private startup companies (disclosed as non‑investment activities). The adviser manages about $23.6 million across a small number of client accounts and generally leaves proxy voting to clients, providing voting assistance only when requested.

To learn more about the advisors currently working at Agular Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.