AGECROFT PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
RICHMOND, Virginia
CRD number
139227
Registered since
June 22, 2006

Firm profile

FINTRX

Overview

Agecroft Partners, LLC is organized as a limited liability company and has been SEC-registered since 2006. The firm is owned by an individual and is classified in the source data as "Unclassified." The snapshot indicates it is not a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide detailed public information about its investment strategies, client types, fee structure, or specific advisory activities in the dataset.

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

1 of 1
  • DONALD STEINBRUGGE

    CEO & FounderCRD 1285324

Contacts

3 of 8
  • OLGA RIP

    FinOpCRD 5440553

  • ANDREW FELDMAN

    Managing DirectorCRD 1147411

  • Corey kennedy

    DirectorCRD 7317309

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RICHMOND, VA

RICHMOND CITY

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
RICHMOND CITY
Address
103 Canterbury Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth