AGF ADVISORS

MARTINEZ, CARLA LUCIA

CRD 156071

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$2.6M

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS

Org form

Sole Proprietorship

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsSELECTION OF QUALIFIED PLAN RECORD KEEPERS

Client types

Type	Clients	AUM
Individuals	13	$2.6M

All web addresses on file

HTTP://WWW.AGOODFUTURE.COM

Official SEC filing: View on IAPD