Alliance Global Partners
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Overview
10 - 49
Employees
1980
Year Founded
ABOUT ALLIANCE GLOBAL PARTNERS
Alliance Global Partners is a regional investment
A.G.P. / Alliance Global Partners is a regional investment banking and advisory firm that has been a registered member of FINRA and the SEC since 1980. The firm focuses on Investment Banking and Wealth Management, offering comprehensive services with the capability to serve both domestic and international clients. A.G.P. is committed to delivering boutique-level services while ensuring clients feel assured that their assets are managed through Fidelity Custody and Clearing. Whether clients seek wealth management guidance, institutional services, or investment banking support, we have an experienced team with a strong track record to help. We value the enduring relationships we build with our clients.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
1980
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
About the Team
OUR STORY
Alliance Global Partners (A.G.P.) is a well-established regional investment and advisory firm, registered with the SEC and a FINRA member since 1980. Specializing in wealth management and middle-market institutional services, A.G.P. offers comprehensive capabilities to serve both domestic and international clients. The firm is committed to delivering personalized, boutique-level service, ensuring clients’ assets are securely held with Fidelity Custody and Clearing and RBC Custody and Clearing. With a seasoned management team boasting over a century of combined financial experience across major institutions and boutique broker-dealers, A.G.P. maintains trusted, enduring relationships with a diverse clientele—from large institutions to individual investors—always aligning their interests with those of their clients.
