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AGR PARTNERS LLC

212 W. Superior Street
Chicago, Illinois 60654
Tel: 530-564-0626

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About AGR PARTNERS LLC

AGR PARTNERS LLC, formally registered with the SEC as AGR PARTNERS LLC. The firm was established in 03/16/2016. They have over 2 offices throughout the country.

AGR PARTNERS LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,125,099,361 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283081
SEC#801-107370
Assets Managed by Firm$1,125,099,361
No. of Clients8
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total8$1,125,099,361

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