Agfiq; Agfiq Asset Management

Investment Advisor
in Boston, MA
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About this Advisor

William Deroche is an investment advisor in Boston, Massachusetts. Currently a registered advisor at Agfiq; Agfiq Asset Management, Deroche has an impressive 23 years of professional experience. Deroche holds a Series 63 license, which qualifies the advisor as a securities agent. Deroche can operate based out of Massachusetts. Throughout their career, Deroche has worked at Putnam Investments, Foreside Fund Services, LLC, Ffcm, LLC and State Street Corp. Agfiq; Agfiq Asset Management is headquartered in Boston, Massachusetts. In total, Agfiq; Agfiq Asset Management manages $1 billion in assets dispersed across 16 accounts and retains eight staff members. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisor firm's 16 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Agfiq; Agfiq Asset Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

23 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



Office Location

53 State Street Suite 1308
Boston, MA 02109

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Agfiq; Agfiq Asset Management Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


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 23 years of experience.

2010 - Present (9 years)

Foreside Fund Services, LLC

2010 - Present (9 years)

Ffcm, LLC

2003 - 2010 (7 years)

State Street Corp

1995 - 2010 (15 years)

Putnam Investments


William Deroche has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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