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AGF INVESTMENTS LLC
AGF INVESTMENTS LLC
AGF INVESTMENTS
BOSTON, Massachusetts
·
16 registered advisors
·
CRD# 153781
SEC# 801-71685
0
617-292-9804
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
16
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at AGF INVESTMENTS LLC
16 registered advisors
Adrian Dmitro Basaraba
BOSTON, Massachusetts
CRD# 6690072
Blake Charles Goldring
BOSTON, Massachusetts
CRD# 5031946
Damion Jeremy Hendrickson
BOSTON, Massachusetts
CRD# 2716137
Heather Elizabeth Wahl
BOSTON, Massachusetts
CRD# 5470877
Jennifer Quinn
BOSTON, Massachusetts
CRD# 7701570
Judith Gail Goldring
BOSTON, Massachusetts
CRD# 5178293
Ken Sin Tsang
BOSTON, Massachusetts
CRD# 4695407
Kevin Andrew Mccreadie
BOSTON, Massachusetts
CRD# 3084500
Kishore L Karunakaran
BOSTON, Massachusetts
CRD# 5800236
Mark William Adams
BOSTON, Massachusetts
CRD# 6561865
Philip Lee
BOSTON, Massachusetts
CRD# 5804759
Richard Lewis Block
BOSTON, Massachusetts
CRD# 1143388
Ronald Charles Martin
BOSTON, Massachusetts
CRD# 6631200
Ronald Charles Martin
BOSTON, Massachusetts
CRD# 2427138
William Charles Carey
BOSTON, Massachusetts
CRD# 1261019
William Henry Deroche
BOSTON, Massachusetts
CRD# 2557975
05
Office Locations
BOSTON, Massachusetts
16 advisors
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Data sourced from SEC Form ADV filings. AGF INVESTMENTS LLC (CRD# 153781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.