Agf Private Investment Advisors Inc. (Montreal, Quebec)

Agf Private Investment Advisors Inc. is an adviser based in Montreal, Quebec. It manages $14.64 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Florida, Mississippi, and 4 other states.

Agf Private Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agf Private Investment Advisors: assets under management

The assets under management (AUM) of Agf Private Investment Advisors Inc. is $14.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $357.04 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Agf Private Investment Advisors Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Agf Private Investment Advisors Inc.

Blake Charles Goldring has been acting as President since 1 Aug 2005. William Wolfenden joined the executive team most recently as the Chief Investment Manager And Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Agf Management Limited	Parent company	1 Mar 1971	75% - 100%	none
Lloyd Goldstein	Chief compliance officer	1 Jun 2001	Other	5031949
Agf Private Investment Management Limited	Parent company	1 Jul 2001	75% - 100%	none
Magna Vista Investment Management Limited	Parent company	1 Jul 2001	75% - 100%	none
Merri Louise Jones	President & ceo, director	1 Nov 2003	Other	4340896
Blake Charles Goldring	Director	1 Aug 2005	Other	5031946
Gregory John Henderson	Director	1 Aug 2005	Other	5031948
Blake Charles Goldring	President, ceo & director	1 Mar 2006	Other	5031946
Gregory John Henderson	Treasurer & director	1 Apr 2006	Other	5031948
Robert Donald Badun	President	1 Dec 2006	Other	5285243
Robert Donald Badun	Director & chairman	1 Mar 2008	Other	5285243
Lloyd Goldstein	Managing director & pm	1 Mar 2008	Other	5031949
Peter Eugene Scherer	Director & chief financial officer	1 Mar 2008	Other	5114780
Chen Jung Chang	Director & corporate secretary	1 Mar 2008	Other	5457021
Robert Bard	Chief compliance officer, managing director & portfolio manager	1 Mar 2008	Other	5517735
Lorne Steinberg	President & portfolio manager	1 Mar 2008	Other	5517737
William Wolfenden	Chief investment manager and portfolio manager	1 Mar 2009	Other	5697048
Douglas Malcolm Cousins	Executive vice president	1 Mar 2009	Other	5697054
Ian Stuart Sterling	President, cco, ultimate responsible person, portfolio manager	1 Mar 2009	Other	5697059

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Goldring Capital Corporation	Shareholder	1 Jun 1985	75% - 100%	none
Agf Management Limited	100% owner parent	1 Jul 2001	75% - 100%	none
Agf Management Limited	100% owner parent	1 Oct 2007	75% - 100%	none
Agf Asset Management Group Limited	Shareholder	1 Oct 2007	75% - 100%	none

Based in Montreal, Quebec

The principal office where Agf Private Investment Advisors Inc. performs its advisory services is located at 1200 Mcgill College Avenue, Montreal, Quebec, H3 B4 G7, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 514-875-2625 or by fax 514-875-6945. The normal business hours are 9:00 to 5:00 on Monday - Friday.