Agfiq

Agfiq (CRD# 153781) is a financial advisory firm headquartered in Boston, MA. They manage $1,874,704,596 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
53 State Street, Suite 1308, Boston, MA 02109
https://www.agf.com
By the Numbers
  • Total Assets Under Management
    1,875
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $187,470,460
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Agfiq
Showing 1 - 5 of 5 top financial advisors.
1
Kevin Collins, financial advisor Boston MA
Kevin T. Collins
CRD#: 5058591
53 State Street, Suite 1308, Boston, MA 02109

Kevin Collins (CRD# 5058591) is an Investment Advisor Representative working at Agfiq in Boston, MA and has over 16 years of experience in the finance industry.

2
Jonathan Crocker, financial advisor Boston MA
Jonathan Crocker
CRD#: 5992370
53 State Street, Suite 1308, Boston, MA 02109

Jonathan Crocker (CRD# 5992370) is an Investment Advisor Representative working at Agfiq in Boston, MA and has over 6 years of experience in the finance industry.

3
William Deroche, financial advisor Boston MA
William H. Deroche
CRD#: 2557975
53 State Street, Suite 1308, Boston, MA 02109

William Deroche (CRD# 2557975) is an Investment Advisor Representative working at Agfiq in Boston, MA and has over 11 years of experience in the finance industry.

4
Damion Hendrickson, financial advisor Boston MA
Damion J. Hendrickson
CRD#: 2716137
53 State Street, Suite 1308, Boston, MA 02109

Damion Hendrickson (CRD# 2716137) is an Investment Advisor Representative working at Agfiq in Boston, MA and has over 26 years of experience in the finance industry.

5
Ronald Martin, financial advisor Boston MA
Ronald C. Martin
CRD#: 2427138
53 State Street, Suite 1308, Boston, MA 02109

Ronald Martin (CRD# 2427138) is an Investment Advisor Representative working at Agfiq in Boston, MA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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