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AGATA INVESTMENTS LLC
CRD 318275
20544 DEBBIE LANE, SARATOGA, CA, 95070, United States
Phone
4088721974
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
PORTFOLIO ADVISORY SERVICE
Official SEC filing: View on IAPD