Agf Investments America Inc. / Placements Agf Amérique Inc. is a large advisory firm based in Toronto. It manages $454.18 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Massachusetts.
Agf Investments America Inc. / Placements Agf Amérique provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Investments America Inc. / Placements Agf Amérique Inc. is $454.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% 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 Investments America Inc. / Placements Agf Amérique 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.
The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Judith Gail Goldring is state or municipal government entities with 1 clients and $301.99 million of assets under management. Among the 11 most similar advisory firms, Agf Investments America Inc. / Placements Agf Amérique has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $454.18 million for 7 clients. None of the firm’s clients are foreign persons or businesses.
Agf Investments America Inc. / Placements Agf Amérique doesn't advise any private funds.
The company employs 25 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Judith Gail Goldring has been acting as President since 1 Nov 2009. Kevin Andrew Mccreadie has served as the Chief Investment Officer since 1 Feb 2015. Regina Clancy joined the executive team most recently as the Portfolio Manager.
The principal office where Agf Investments America Inc. / Placements Agf Amérique Inc. performs its advisory services is located at 66 Wellington St. W., Toronto, M5 K 1 E9, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-367-1900 or by fax 416-865-4220. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at agfinvestmens.com.