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Agdeavor Investments

Headquartered in WORTHINGTON, OH

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Firm Information

Agdeavor Investments is an investment advisory firm with 3 investment adviser representatives. They manage approximately $23,734,335 in assets for 164 clients, including 7 high-net-worth individuals and 61 individuals other than high-net-worth individuals. They provide portfolio management for businesses and individuals.

Agdeavor Investments

$23.73M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

AGDEAVOR INVESTMENTS has a total of 2 branch locations across the country.
location

COLUMBUS, OH

location

WORTHINGTON, OH

Advisors at Agdeavor Investments

View All 3 Advisors
Unclaimed
David Lee Marlin

RA

WORTHINGTON, OH

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Unclaimed
Larry Eugene Thompson

RA

COLUMBUS, OH

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Shaun Thomas Carney

CFP®, RA

WORTHINGTON, OH

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Disclosures

There are no public disclosures for Agdeavor Investments.

Frequently Asked Questions (9)

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