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AGF INVESTMENTS
BOSTON, MA
617-292-9804
SEC #801-71685Total AUM
$4.9B
Employees
33Clients
22Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
99 HIGH STREET
SUITE 2802
BOSTON
MA 02110
United States
SUITE 2802
BOSTON
MA 02110
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
617-292-9804
Other Offices
1
Financials
Total AUM
$4.9B
Accounts
15Discretionary
$2.8B
Accounts
11Non-Discretionary
$2.2B
Accounts
4
Clients
Investment Company Clients
1AUM
$364.7M
Pooled Vehicle Clients
12AUM
$4.5B
Corporation or Business Clients
1AUM
$14.7M
Other Clients
8AUM
$9.3M
Description of Other Clients
FAMILY PARTNERSHIPS & MODEL DELIVERY SERVICES
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.