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Grubb & Ellis Aga (San Mateo)


Grubb & Ellis Aga is a large advisory firm based in San Mateo. It manages $27 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008.

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Grubb & Ellis Aga provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grubb & Ellis Aga: assets under management

The assets under management (AUM) of Grubb & Ellis Aga is $27 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grubb & Ellis Aga 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.

Based in San Mateo

The principal office where Grubb & Ellis Aga performs its advisory services is located at 400 El Camino Real, San Mateo, CA 94402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-653-5600 or by fax 650-650-5610. The normal business hours are 8:00 -- 5:00 on Monday - Friday. You can find more information about the New York firm at www.alescoglobal.com.


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