Matt
Ward
A.G.P. / Alliance Global Partners
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About this Advisor
Matt Ward is a financial advisor based in Santa Monica, California, working with A.G.P. / Alliance Global Partners. Matt has previously held a position at Euro Pacific Capital, Inc. Matt has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Matt is part of A.G.P. / Alliance Global Partners, which operates out of Santa Monica, California. The firm has 15 offices and 283 employees. The firm manages assets totaling $1.3 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 institutional clients, and selection of other advisers. The fee structure at A.G.P. / Alliance Global Partners includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,320,572,086
283
5,220
$252,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matt Ward Work History
Euro Pacific Capital, Inc
Disclosures
Please visit the SEC profile of Matt Ward 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 A.G.P / Alliance Global Partners
New York, NY
New York, NY
Boca Raton, FL
Boca Raton, FL
Holmdel, NJ
New York, NY
Boca Raton, FL
New York, NY
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