Agf Investments LLC
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Overview
Agf Investments LLC is a financial advisor firm based in Boston, Massachusetts. The company controls $2.0 billion in total assets throughout seven client accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 7 financial advisors. Agf Investments LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like equities, options and bonds.
Agf Investments LLC oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's consent. The advisory firm administers roughly $284.0 million for every client account. An average advisor at Agf Investments LLC oversees around one client account, placing it among the most individualized financial advisor firms in the country.
The company's central office is at 53 State Street, Boston, Massachusetts 2109. It is legally registered to provide services to investors in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Agf Investments LLC by the Numbers
$2.0 billion
13
7
$284.0 million
Fee Structure
Financial management fees typically depend on the type of services offered. However, fees charged by the firm typically consist of the following fee type: asset-based. Agf Investments LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with investment companies and pooled investment vehicles. Out of its seven clients, Agf Investments LLC's largest client group is pooled investment vehicles. Around 71% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Agf Investments LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Agf Investments LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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