Alex Boatman

A.G.P / Alliance Global Partners

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

A.G.P / Alliance Global Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

123 advisors

Number of Clients

5,849 clients

Average Client Portfolio

$289K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

49696 Gratiot Avenue, Chesterfield, MI, 48051

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alex is the Vice President of Business by the Bay, a networking group, dedicating minimal time. Alex is also the president of Boatman Financial Management PLLC, an investment-related DBA, spending full-time hours on this endeavor.