← Back to searchVisit website
A.G.P / ALLIANCE GLOBAL PARTNERS
A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC
CRD 8361 · SEC 801-70276
88 POST ROAD WEST, 2ND FLOOR, WESTPORT, CT, 06880, United States
Phone
800-727-7922
Fax
203-662-9771
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.30B
Discretionary AUM
$1.89B
Team
320 total employees; 140 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; SUB-ADVISER OF POOLED INVESTMENT VEHICLE CHARGES A PERFORMANCE F
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6208 | $1.15B |
| High net worth individuals | 427 | $977.1M |
| Pooled investment vehicles | 1 | $1.2M |
| Pension/profit sharing plans | 209 | $64.0M |
| Charitable organizations | 8 | $3.6M |
| Corporations/business entities | 106 | $104.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://boatmanfinancial.com
- https://www.pinzkerandassociates.com
- https://www.kscapital.com
- https://www.planzoldan.com
- HTTPS://WWW.EPCADVISORSGROUP.COM
- https://www.allianceg.com
- https://ntsbearing.com
- https://www.salvatorerenzo.com
- https://lundbladefinancialgroup.com/
- https://www.allianceg.com/the-ses-group/
- HTTPS://WWW.ABCWEALTHMANAGEMENT.COM
- https://lowellnewman.com
- HTTPS://WWW.COLEAARONSON.COM
- https://www.agplowcountry.com
- https://allianceglobalplanning.com
- HTTPS://AGPFINANCIALDISTRICT.COM
- https://www.vanpeltandcompany.com
Official SEC filing: View on IAPD