Agc Wealth Advisors Inc.
California
Registered In
04/10/2019
Incorp. Date
Company Summary
Agc Wealth Advisors Inc. at 12130 Millennium Dr STE 300, Los Angeles, Ca 90094 lists Aaron Gregory Cook of Newport Beach, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Greg Barton
Individual Agent
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787 PALM CANYON DR, PALM SPRINGS, CA 92262
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Aaron Gregory Cook
CEO
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417 HOLMWOOD DR, NEWPORT BEACH, CA 92663
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Aaron Gregory Cook
Chief Financial Officer
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417 HOLMWOOD DR, NEWPORT BEACH, CA 92663
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Aaron Gregory Cook
Director
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417 HOLMWOOD DR, NEWPORT BEACH, CA 92663
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Aaron Gregory Cook
Secretary
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417 HOLMWOOD DR, NEWPORT BEACH, CA 92663
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Showing current associates only (5 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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12130 MILLENNIUM DR STE 300, LOS ANGELES, CA 90094
View Map
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417 HOLMWOOD DR, NEWPORT BEACH, CA 92663
(Mailing)
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Agc Wealth Advisors Inc.
Form 5500
AGC WEALTH ADVISORS, INC.
417 Holmwood Dr, Newport Beach, Ca 92663 (714) 308-3355 EIN:83-4596826 Plan Admin:Aaron Cook| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameAGC WEALTH ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$357,013 / $332,087 | 2022 | AGC WEALTH ADVISORS, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $357,013 / $332,087 |
| 2021 | Plan NameAGC WEALTH ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$401,349 / $357,013 | 2021 | AGC WEALTH ADVISORS, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $401,349 / $357,013 |
| 2020 | Plan NameAGC WEALTH ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$19,460 / $401,349 | 2020 | AGC WEALTH ADVISORS, INC. 401(K) PLAN - Plan #001 | 2 / 3 | $19,460 / $401,349 |
| 2019 | Plan NameAGC WEALTH ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $19,460 | 2019 | AGC WEALTH ADVISORS, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $0 / $19,460 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
AGC WEALTH ADVISORS INC
12655 W JEFFERSON BLVD Suite 400, Los Angeles, CA 90066 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$53,500 Forgiven$53,840 LenderZions Bank, A Division of Jobs3 | 04/28/2020 | $53,500 | $53,840 | Zions Bank, A Division of | 3 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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