RIA Intel›Advisers›Florida›AGGREGATE FINANCIAL SERVICES, INC.

AGGREGATE FINANCIAL SERVICES, INC.

Advisory

FL

Data as of Jun 15, 2026 · Source: SEC Form ADV

Rank in FL

#2,383

of 2,610 advisers by AUM

Average account

$49K

across 73 accounts

AUM per adviser

$902K

4 advisers

Source: SEC Form ADV. Figures as filed Jun 15, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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BEESURE WEALTH MANAGEMENT, INC.

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COMMONSENSE FINANCIAL GROUP INC

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