AR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
123 advisors
Number of Clients
5,849 clients
Average Client Portfolio
$289K average
Assets Under Management
$1.7B
Fee Structure
A.G.P. charges fees based on a percentage of assets under management, which are negotiable and range up to 3%. These fees are payable quarterly in advance. Financial planning services are charged on an hourly basis. A.G.P. also sponsors a Wrap Fee Program with fees ranging up to 2%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2137 Route 35, Suite 345, Holmdel, NJ, 07733
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023Settled
Other Business ActivitiesSells Insurance
Anthony is involved with Romano Castellum LLC, providing consulting and marketing services related to insurance group benefits, dedicating a few hours per week. He is also a partner in Riva Point Trucking LLC, handling accounting and finance duties for minimal time each month.
Employment History
Current Registrations
A.G.P. / Alliance Global Partners Broker
May 2021 - Present · 4 yrs 8 mos
A.G.P / Alliance Global Partners
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Aegis Capital CORP.
March 2018 - May 2021 · 3 yrs 2 mos
Aegis Capital CORP. Broker
January 2015 - May 2021 · 6 yrs 4 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.