A.G.P. / Alliance Global Partners is pleased to announce that it has had inflows of over One (1) Billion in assets* over the past 4 quarters
A.G.P./Alliance Global Partners is pleased to announce that it has had inflows of over One (1) Billion in assets* over the past 4 quarters.
A.G.P./Alliance Global Partners is pleased to announce that it has had inflows of over One (1) Billion in assets* over the past 4 quarters.
A.G.P. New York, NY –January 5, 2022–AGP is pleased to announce it has seen over One Billion of inflows over the past 4 QTRS.
The inflows** have been across the board in asset classes. We have seen it range from advisory, brokerage, insurance and other product lines. Clients have been a combination of individual and corporate clients. One of the main catalysts has been new advisors joining the firm. The 4th QTR, we had advisors join from Edward Jones, LPL and some regional firms.
A.G.P. CEO/Executive Chairman Phil Michals , commented: “We have seen consistent growth over this past year”. “We have a pipeline of new business headed into 2022 and are excited about are positioning in the marketplace”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® professional commented: “This is an exciting time in the growth cycle of the firm. With the diversity of the advisors’ businesses that we have added and the rate of growth we have seen, I am confident that we will continue to be a fantastic option for advisors looking for a firm to help them work in the best interests of their clients.”
*The calculation of assets included assets under advisory, direct and brokerage and it should be noted this inflow analysis did not include asset outflows during this time. AGP relied on its 3rd party vendor for these calculations.
**Inflows are defined as Transfer of assets, wires, checks, EFTs and change-of-record on annuities, 401k funds and other direct products.