AGC Partners
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 125958
- Registered since
- July 1, 2003
- Website
- www.agcpartners.com
Firm profile
FINTRXOverview
AGC Partners is recorded as a limited liability company operating in an investment-banking capacity rather than as a capital allocator or discretionary wealth manager. The firm has been SEC-registered since 2003 and is owned by a mix of domestic entities and individuals. FINTRX classifies AGC Partners as an investment bank and notes it is not an active ESG investor, not a pension consultant, and not designated as a multi-state adviser.
Assets & Accounts
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
Owners & executives
3 of 4
Jonathan Guido
COO and PartnerCRD 4285417
Matthew Howe
Co-Founder and Chief Executive OfficerCRD 1763872
Zackary Lesko
Chief Technology OfficerCRD 4738956
Contacts
3 of 17
Dennis Rourke
PartnerCRD 1698081
Robert Buxton
PartnerCRD 1730289
Patrick Osullivan
Vice PresidentCRD 7282779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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