Falists
← Back to search

AGF INVESTMENTS

AGF INVESTMENTS LLC

CRD 153781 · SEC 801-71685

Visit website

99 HIGH STREET, SUITE 2802, BOSTON, MA, 02110, United States

Phone

617-292-9804

Fax

617-275-8993

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.92B

Discretionary AUM

$2.76B

Team

33 total employees; 23 advisory reps; 7 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Investment companies1$364.7M
Pooled investment vehicles12$4.53B
Corporations/business entities1$14.7M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD