Agfiq; Agfiq Asset Management

Agfiq; Agfiq Asset Management (CRD# 153781) is a financial advisory firm headquartered in Boston, MA. They manage $811,384,919 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    811
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $73,762,265
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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; Agfiq Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
William H. Deroche
CRD#: 2557975
53 State Street, Suite 1308, Boston, MA 02109
96
Wealthminder
score

William Deroche (CRD# 2557975) is an Investment Advisor Representative working at Agfiq; Agfiq Asset Management in Boston, MA and has over 7 years of experience in the finance industry.

2
Ronald C. Martin
CRD#: 2427138
53 State Street, Suite 1308, Boston, MA 02109
96
Wealthminder
score

Ronald Martin (CRD# 2427138) is an Investment Advisor Representative working at Agfiq; Agfiq Asset Management in Boston, MA and has over 6 years of experience in the finance industry.

3
Kevin T. Collins
CRD#: 5058591
53 State Street, Suite 1308, Boston, MA 02109
93
Wealthminder
score

Kevin Collins (CRD# 5058591) is an Investment Advisor Representative working at Agfiq; Agfiq Asset Management in Boston, MA and has over 12 years of experience in the finance industry.

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