Agf Private Investment Advisors Inc. is an adviser based in Montreal, Quebec. It manages $14.64 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Florida, Mississippi, and 4 other states.
Agf Private Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Agf Private Investment Advisors Inc. is $14.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Agf Private Investment Advisors Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Blake Charles Goldring has been acting as President since 1 Aug 2005. William Wolfenden joined the executive team most recently as the Chief Investment Manager And Portfolio Manager.
The principal office where Agf Private Investment Advisors Inc. performs its advisory services is located at 1200 Mcgill College Avenue, Montreal, Quebec, H3 B4 G7, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 514-875-2625 or by fax 514-875-6945. The normal business hours are 9:00 to 5:00 on Monday - Friday.