A.g.p / Alliance Global Partners

A.g.p / Alliance Global Partners (CRD# 8361) is a financial advisory firm headquartered in Westport, CT. They manage $563,790,403 in 3,564 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    564
    MILLION
  • Total Number of Accounts
    3,564
    ACCOUNTS
  • Average Account Value
    $158,190
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at A.g.p / Alliance Global Partners
Showing 21 - 30 of 54 top financial advisors.
21
Hemant Kathuria
CRD#: 5380092
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Hemant Kathuria (CRD# 5380092) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 12 years of experience in the finance industry.

22
Lance M. Kluger
CRD#: 2834335
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

Lance Kluger (CRD# 2834335) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 23 years of experience in the finance industry.

23
Charles E. Lundblade
CRD#: 5288188
602 College Avenue, Suite 3, Clemson, SC 29631

Charles Lundblade (CRD# 5288188) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Clemson, SC and has over 12 years of experience in the finance industry.

24
Mark M. Martiak
CRD#: 4607789
590 Madison Avenue, 28th Floor, New York, NY 10022

Mark Martiak (CRD# 4607789) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 16 years of experience in the finance industry.

25
Mike J. Masunas
CRD#: 2359328
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ 85260

Mike Masunas (CRD# 2359328) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Scottsdale, AZ and has over 26 years of experience in the finance industry.

26
Jonathan J. Mendiola
CRD#: 2133418
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Jonathan Mendiola (CRD# 2133418) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 28 years of experience in the finance industry.

27
Phillip W. Michals
CRD#: 2414124
590 Madison Avenue, 28th Floor, New York, NY 10022

Phillip Michals (CRD# 2414124) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 13 years of experience in the finance industry.

28
Barry A. Mills
CRD#: 839219
Lighthouse, FL

Barry Mills (CRD# 839219) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Lighthouse, FL and has over 27 years of experience in the finance industry.

29
Corey J. Oberholtzer
CRD#: 3195098
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ 85260

Corey Oberholtzer (CRD# 3195098) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Scottsdale, AZ and has over 20 years of experience in the finance industry. Corey Oberholtzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

30
Jeffrey S. Paris
CRD#: 1363605
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

Jeffrey Paris (CRD# 1363605) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 34 years of experience in the finance industry.

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