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 $1,320,572,086 in 5,220 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management1,321MILLION
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Total Number of Accounts5,220ACCOUNTS
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Average Account Value$252,983
- A percentage of assets under your management
- Hourly charges
- 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)
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
Kayvan Karoon (CRD# 2142567) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Rochelle Park, NJ and has over 32 years of experience in the finance industry.
Hemant Kathuria (CRD# 5380092) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 16 years of experience in the finance industry.
Lance Kluger (CRD# 2834335) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 27 years of experience in the finance industry.
Charles Lundblade (CRD# 5288188) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Clemson, SC and has over 16 years of experience in the finance industry.
Craig Margolies (CRD# 2508047) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Holmdel, NJ and has over 29 years of experience in the finance industry.
Matthew Mason (CRD# 2762530) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Holmdel, NJ and has over 27 years of experience in the finance industry.
Mike Masunas (CRD# 2359328) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Scottsdale, AZ and has over 30 years of experience in the finance industry.
Jonathan Mendiola (CRD# 2133418) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 32 years of experience in the finance industry.
Phillip Michals (CRD# 2414124) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 17 years of experience in the finance industry.
Barry Mills (CRD# 839219) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 31 years of experience in the finance industry.