$2.3B Total AUM
$1.9B Disc. AUM
19.1% 3Y CAGR
320 Employees
6,959 ADV. Clients
41 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Pathway radialCrest
- Established Date
- 11-21-1984
- Office Locations
- 26
Office Locations
1000 William Hilton Pkwy Suite C5 Hilton Head SC
1201 Dove Street Suite 200 Newport Beach CA
1334 Third Street Promenade 301 Santa Monica CA
About A.g.p. / Alliance Global Partners
A.G.P./Alliance Global Partners provides investment advisory and brokerage services to individuals and institutions across the U.S., with capabilities spanning wealth management, research & strategy, investment banking, and capital markets. Financial professionals can trade on all major U.S. exchanges and access over 30 global markets, supporting domestic and international investment execution.
Team overview
50 AVG AGE
$16.4M AVG AUM / ADVISOR
$330.5K AVG AUM / CLIENT
5.3 yrs AVG TENURE
320 Employees
140 Advisory Reps
120 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
Glacier insight Vector foundation Focus unison Pioneer wave Bridge Catalyst fusion Radial Bridge Atlas crest Eagle quantum Fusion north Foundation
Client Personas
North ridge
Custodian
Horizon meridian Atlas Beacon glacier Prime prime Frontier beacon Foundation Matrix Alpha radial Momentum Oak pioneer Peak Focus
Investment Themes
Crest oak Oak Prime Zenith wave Alpha timber Unison ember
Investment Vehicles
Crest
Platform
Value value
Services
Bridge Insight Ember Delta zenith Catalyst north Wave ridge Legacy Peak
Technology
Vital Beacon
Owner & Executives
RAFFAELE GAMBARDELLA
Chief Operating Officer, Chief Risk Officer
- CRD
- #2448073
- Ownership
- Less than 5%
(943) 781-2850
vector.zenith@crestcapital.com
in linkedin.com/in/element-optima
T
THOMAS JOSEPH HIGGINS
Managing Director
- CRD
- #1477505
- Ownership
- Less than 5%
(459) 233-7766
fusion.value@timbercapital.com
in linkedin.com/in/pioneer-alpha
C
Capital harbor
Vertex beacon
- CRD
- #89681
- Ownership
- 28.3%
(651) 426-9416
pathway.horizon@bridgecapital.com
in linkedin.com/in/focus-summit
Showing 2 of 6 owners & executives
Unlock allContacts
COLE EDWIN AARONSON
Partner
- CRD
- #6381165
(289) 626-9397
zenith.harbor@valuecapital.com
in linkedin.com/in/focus-momentum
F
FEMY ACOSTA-BACALLAO
--
- CRD
- #1209309
(958) 416-5645
delta.alpha@optimacapital.com
in linkedin.com/in/atlas-north
R
Radial horizon
Crest quantum
- CRD
- #96165
(615) 250-3866
vital.momentum@wavecapital.com
in linkedin.com/in/signal-insight
Showing 2 of 300 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,894,913,280 | $317,246 |
| Non-Discretionary | $405,212,592 | $410,966 |
| Total | $2,300,125,872 | $330,525 |
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Separately Managed Accounts
Total SMA Asset: $2,298,934,495
Public Funds:
11.8% Equity - Exchange:
11.1% Cash:
10.5% Corporate - Investment Grade:
12.6% Private Funds:
6.3% U.S. Government/Agency:
4.3% Corporate - Non-Investment Grade:
22.8% Municipal Bonds:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,040,611,274 | 11.8% |
| Equity - Exchange | $978,880,097 | 11.1% |
| Cash | $925,967,659 | 10.5% |
| Corporate - Investment Grade | $1,111,161,191 | 12.6% |
| Private Funds | $555,580,595 | 6.3% |
| U.S. Government/Agency | $379,205,803 | 4.3% |
| Corporate - Non-Investment Grade | $2,010,672,631 | 22.8% |
| Municipal Bonds | $1,816,660,360 | 20.6% |
| Total | $8,818,739,610 | 100.0% |