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 classified in the dataset as an investment bank. The firm has been SEC-registered since 2003. Ownership is recorded as a mix of a domestic entity and an individual. The FINTRX profile shows several notable absences: client base, fee structure, business activities and specific advisory services are not reported. The record also indicates AGC Partners does not act as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Together, those points suggest the firm’s public profile centers on investment-banking or advisory functions rather than on discretionary wealth-management or institutional asset allocation.

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

    Jonathan Guido

    COO and PartnerCRD 4285417

  • Matthew Howe

    Matthew Howe

    Co-Founder and Chief Executive OfficerCRD 1763872

  • Zackary Lesko

    Zackary Lesko

    Chief Technology OfficerCRD 4738956

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Contacts

3 of 17
  • Dennis Rourke

    Dennis Rourke

    PartnerCRD 1698081

  • Robert Buxton

    Robert Buxton

    PartnerCRD 1730289

  • Patrick Osullivan

    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