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A.G.P. ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 339720 · IAPD ↗ · allianceg.com · (646) 905-2167

$144.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
7Private funds
1States
8Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
May 2026 — A.G.P. ASSET MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $144.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.