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AGF INVESTMENTS

99 High Street
Suite 2802
Boston, Massachusetts 02110
Tel: 617-292-9804

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About AGF INVESTMENTS

AGF INVESTMENTS, formally registered with the SEC as AGF INVESTMENTS. The firm was established in 07/29/2010. They have over 1 offices throughout the country.

AGF INVESTMENTS is a Boston, Massachusetts based Financial Planning firm with nearly $2,764,435,090 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153781
SEC#801-71685
Assets Managed by Firm$2,764,435,090
No. of Clients14
No. of Advisors18

Fee Structure

  • A percentage of AUM

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total14$2,764,435,090

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