Agfiq; Agfiq Asset Management
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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
Years of Experience
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Agfiq; Agfiq Asset Management Brokerage Details
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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.
Foreside Fund Services, LLC
State Street Global Advisors
Ronald Martin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Agfiq; Agfiq Asset Management