Agecroft Partners, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
10
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Agecroft Partners, LLC is a Limited Liability Company that is SEC-registered (initial registration reported in 2006) and is classified in the source data as a placement agent rather than a capital allocator or discretionary asset manager. The firm is owned by an individual and is not identified as a multi-state adviser, pension consultant, or related adviser. The source indicates it does not self-identify as an active ESG investor. Several typical firm fields (client base, fee structure, business and advisory activities) are not populated in the available record.

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

    Donald Steinbrugge

    CEO & FounderCRD 1285324

Contacts

3 of 9
  • William Tune

    William Tune

    AssociateCRD 8247957

  • Andrew Feldman

    Andrew Feldman

    Managing DirectorCRD 1147411

  • Corey Kennedy

    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