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- Custodian
- --
- Clients
- Retail
- Platforms
- TimberCatalyst value +more
- Established Date
- 02-16-2011
- Office Locations
- 1
Office Locations
About AGF Advisors
AGF Advisors is an independent California RIA and insurance brokerage offering integrated financial planning, investment management, and insurance guidance (including Medicare, life, and long-term care reviews). Led by owner Carla Martinez, the firm focuses on women, the creative community, and benefit plan sponsors with diverse workforces. Open-architecture fiduciary advice with a deliberately small client base; also delivers an award-winning bilingual retirement plan education program.
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Owner & Executives
CARLA LUCIA MARTINEZ
Investment Advisor
- CRD
- #3203109
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,605,430 | -- |
| Total | $2,605,430 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,605,430
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,943,783,919 | 100.0% |
| Total | $2,943,783,919 | 100.0% |