William
Deroche

Agfiq; Agfiq Asset Management

CRD#2557975
Investment Advisor
in Boston, MA

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About this Advisor

William Deroche is a chartered financial analyst who works out of Boston, Massachusetts, who has been in the industry for 24 years. Deroche is currently employed by Agfiq; Agfiq Asset Management. Deroche has gained experience at Foreside Fund Services, LLC, Agf Investments LLC Fka Ffcm, State Street Corp and Putnam Investments. Deroche maintains a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in Massachusetts. Agfiq; Agfiq Asset Management is a registered investment company that has its headquarters in Boston, Massachusetts. The company has a total of eight advisors. It oversees $1 billion in total assets across its 16 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Agfiq; Agfiq Asset Management performs a set of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which service is provided. Fees charged by Agfiq; Agfiq Asset Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

25 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

William Deroche Work History

William has 25 years of experience.

2010 - Present (10 years)

Foreside Fund Services, LLC

2010 - Present (10 years)

Agf Investments LLC Fka Ffcm

2003 - 2010 (7 years)

State Street Corp

1995 - 2010 (15 years)

Putnam Investments

Disclosures

William Deroche 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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