Alan
Vogt

Jag Capital Management LLC

CRD#455362
Investment Advisor
in Saint Louis, MO

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About this Advisor

Alan Vogt is a financial advisor based in Saint Louis, Missouri, working with Jag Capital Management LLC. Alan has previously held positions at Jag Capital Management LLC and J.A. Glynn & Co. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Alan is part of Jag Capital Management LLC, which operates out of Saint Louis, Missouri. The firm has 4 offices and 22 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Jag Capital Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9841 Clayton Road
Saint Louis, MO 63124-1603

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Jag Capital Management LLC Brokerage Details

Total Assets Under Management

$1,551,826,359

MO Average: $11,469,110,461
Total Number of Employees

22

MO Average: 458
Total Number of Accounts

1,450

MO Average: 33,415
Average Account Size

$1,070,225

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Alan Vogt Work History

2020 - Present (5 years)

Jag Capital Management LLC

1990 - Present (35 years)

J.A. Glynn & Co

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alan Vogt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jag Capital Management LLC

Connor Pastoor
Chicago, IL
George Margvelashvili
Chicago, IL
James Sindelar
Saint Louis, MO
Matthew Walsh
Saint Louis, MO
Charles O'Rourke
Saint Louis, MO
David Patritti
Saint Louis, MO
Sandra Shotwell-Cain
Saint Louis, MO
David Kingston
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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