AGORA INVESTMENTS
Firm details
- Headquarters
- DAYTON, Ohio
- CRD number
- 332032
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Agora Investments operates as a corporation focused on providing portfolio management services primarily for individual and family clients. The firm emphasizes a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While it does not actively pursue ESG investments, Agora Investments is dedicated to managing investment portfolios tailored to the needs of small businesses and individual investors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1JAMES NUNEZ
President, Financial AdvisorCRD 2835929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DAYTON, OH
MONTGOMERY
Location
DAYTON, OH
Headquartered in DAYTON, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MONTGOMERY
- Address
- 5 N Williams St
- Time zone
- ET (UTC-5)
- Office locations
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