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 listed as an SEC-registered entity since 2003. FINTRX classifies the firm as an investment bank rather than a traditional registered investment advisor or asset manager. The record indicates domestic ownership and an individual owner type. The firm's profile in the database does not describe advisory mandates, fee schedules, client segments, or specific business activities. FINTRX also flags AGC Partners as not being a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. These attributes align with the investment-banking classification and suggest the firm's primary activity is transactional or advisory work rather than ongoing 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
  • 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

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