Ronald
Martin

Agfiq; Agfiq Asset Management

CRD#2427138
Investment Advisor
in Boston, MA

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About this Advisor

Ronald Martin is a chartered financial analyst working in Boston, Massachusetts, who has been in the financial industry for 18 years. Martin is currently employed by Agfiq; Agfiq Asset Management. Throughout their career, they have worked at Foreside Fund Services, LLC, State Street Global Advisors and Ffcm, LLC. Martin maintains a Series 63 license, certifying them as a securities broker, and can serve investors in Massachusetts. Agfiq; Agfiq Asset Management is a company that has its headquarters in Boston, Massachusetts. The firm has a total of eight employees. It has $1 billion in assets among its 16 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Agfiq; Agfiq Asset Management offers a set of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services largely depend on the financial services. However, fee types charged by Agfiq; Agfiq Asset Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

19 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

53 State Street Suite 1308
Boston, MA 02109

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Agfiq; Agfiq Asset Management Brokerage Details

Total Assets Under Management

$1,361,568,578

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

16

MA Average: 4,567
Average Account Size

$85,098,036

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Ronald Martin Work History

Ronald has 19 years of experience.

2010 - Present (10 years)

Foreside Fund Services, LLC

2010 - Present (10 years)

Ffcm, LLC

2001 - 2010 (9 years)

State Street Global Advisors

Disclosures

Ronald Martin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Agfiq; Agfiq Asset Management

Kevin Collins
Boston, MA
Ronald Martin
Boston, MA
William Deroche
Boston, MA

This content was compiled from the SEC and FINRA.

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