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 registered with the SEC since 2003. FINTRX classifies the firm as an investment bank rather than a traditional asset manager or wealth advisory firm. Ownership is listed as a combination of a domestic entity and individuals. Several regulatory and operational flags in the snapshot suggest AGC Partners does not function as a capital allocator or discretionary asset manager: it is not identified as a multi-state adviser, not a pension consultant, and not flagged as a related adviser. The firm is also not flagged as an active ESG investor.

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

    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