AGC PARTNERS

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
125958
Registered since
July 1, 2003

Firm profile

FINTRX

Overview

AGC Partners is organized as a limited liability company and is categorized in the dataset as an investment bank rather than a traditional discretionary wealth manager. The firm has been SEC-registered since 2003. The ownership is listed as a mix of a domestic entity and individual owners. Data fields in the record that would describe client types, advisory activities, or fee schedules are blank, and the entry explicitly indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The available information positions AGC Partners toward transactional or advisory deal work rather than running retail or institutional asset-management programs. The absence of disclosed advisory activities and fee structure in the record supports the view that the firm’s primary business focus lies outside of traditional discretionary portfolio management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • JONATHAN GUIDO

    COO and PartnerCRD 4285417

  • MATTHEW HOWE

    Co-Founder and Chief Executive OfficerCRD 1763872

  • ZACKARY LESKO

    Chief Technology OfficerCRD 4738956

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Contacts

3 of 17
  • DENNIS ROURKE

    PartnerCRD 1698081

  • ROBERT BUXTON

    PartnerCRD 1730289

  • Patrick OSullivan

    Vice PresidentCRD 7282779

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
99 High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth