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Home > Retirement Planners > connecticut > westport > A.G.P / ALLIANCE GLOBAL PARTNERS
A.G.P / ALLIANCE GLOBAL PARTNERS
88 Post Road West
2nd Floor
Westport, Connecticut 06880
Tel: 800-727-7922
About A.G.P / ALLIANCE GLOBAL PARTNERS
AGP / ALLIANCE GLOBAL PARTNERS, formally registered with the SEC as AGP / ALLIANCE GLOBAL PARTNERS. The firm was established in 06/15/2009. They have over 18 offices throughout the country.
A.G.P / ALLIANCE GLOBAL PARTNERS is a Westport, Connecticut based Financial Planning firm with nearly $1,689,281,243 assets under management, offering retirement planning & investment advisory services to 5849 clients. The firm is staffed with 318 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 8361 |
| SEC# | 801-70276 |
| Assets Managed by Firm | $1,689,281,243 |
| No. of Clients | 5849 |
| No. of Advisors | 318 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (SUB-ADVISER OF POOLED INVESTMENT VEHICLE CHARGES A PERFORMANCE F)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5849 | $1,689,281,243 |
| Individuals (other than high net worth individuals) | 5468 | $1,059,728,901 |
| High net worth individuals | 225 | $532,156,151 |
| Pension and profit sharing plans | 36 | $12,678,215 |
| Charitable organizations | 3 | $622,553 |
| Corporations or other businesses | 116 | $83,090,832 |
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