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 source data as an investment bank. The firm has been SEC-registered since 2003. Ownership is listed as a mix of domestic entities and individuals. Available records do not describe fee schedules, client segments, advisory product lines, or specific business activities; the data likewise indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not marked as a pension consultant or related adviser. The combination of the investment-bank classification and the lack of reported client-asset information suggests the firm’s primary work is likely transactional or advisory rather than traditional discretionary wealth management. Public disclosures supplied here do not enumerate investment strategies, public holdings, or alternative-asset programs.

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
  • Matthew Howe

    Matthew Howe

    Co-Founder and Chief Executive OfficerCRD 1763872

  • Jonathan Guido

    Jonathan Guido

    COO and PartnerCRD 4285417

  • Zackary Lesko

    Zackary Lesko

    Chief Technology OfficerCRD 4738956

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Contacts

3 of 17
  • Douglas Hurst

    Douglas Hurst

    PartnerCRD 1160998

  • Linda Gridley

    Linda Gridley

    PartnerCRD 1583887

  • Dennis Rourke

    Dennis Rourke

    PartnerCRD 1698081

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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