A.G.P / Alliance Global Partners

A.G.P / Alliance Global Partners

A.G.P./Alliance Global Partners was established in 1980 and has maintained FINRA membership and SEC registration for over four decades. The firm operates from its Fort Lauderdale headquarters, framing its identity as a regional investment and advisory platform that serves both individual wealth-management clients and institutional middle-market accounts. Its leadership promotes a collective century of experience drawn from large institutions and independent broker-dealers. The firm structures its offering across four distinct business lines: wealth-management advisory, fixed-income services, retail brokerage, and insurance solutions. On the advisory side, clients can allocate to internal managed strategies, external separately managed accounts, ETF/fund strategies, or advisor-managed accounts. Fixed-income capabilities include analytics and business-intelligence tools for constructing and managing bond portfolios. In retail, advisers trade equities, options, mutual funds, ETFs, annuities, and CDs — and can access major US exchanges as well as over 30 international markets. Custody and clearing are provided through Fidelity Institutional and RBC Custody and Clearing. A.G.P. lists over 20 investment-banking professionals on its public team page, though it does not publish aggregate firmwide headcount or total client assets. The firm’s news feed aggregates broad consumer-finance headlines rather than proprietary deal announcements, and an annual charity day directs employee-nominated donations to local and national causes — a practice that reinforces its regional, relationship-driven ethos. Its investment-banking effort targets the middle market, complementing the wealth-management and capital-markets operations that serve both domestic and international customers. Structurally, A.G.P. distinguishes itself by coupling a full-service advisory practice with an in-house investment bank under a single FINRA-registered entity. Instead of operating as a pure wealth manager or a standalone boutique, it combines fee-based advisory accounts, transactional brokerage, and middle-market investment banking — a model that aligns its economics with both recurring advisory revenue and episodic deal flow across equities, fixed income, and insurance.