DH
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Damion Hendrickson

29 Years of Experience
Boston, MA
Broker

Damion Hendrickson is a registered investment advisor at Agf Investments, based in Boston, MA, with 29 years of industry experience. Damion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $4.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
22 clients
Average Client Portfolio
$223.7M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

AGF Investments LLC provides investment management services to institutional investors. AGF generally charges an investment management fee or advisory fee to clients based on the fair market value of assets under management or assets under advisement. Fees are negotiable and may vary significantly from client to client and mandate to mandate.

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Location

99 High Street, Suite 2802, Boston, MA, 02110

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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.

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Other Business Activities

Damion is the Head of US for AGF Investments, LLC, responsible for US business. This is a full-time commitment.

Employment History
Current Registrations
Agf Investments
May 2021 - Present · 5 yrs
Foreside Fund Services, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
December 2011 - February 2020 · 8 yrs 2 mos
Hsbc Securities (USA) INC.
December 2011 - February 2020 · 8 yrs 2 mos
Mbsc Securities Corporation
July 2009 - November 2011 · 2 yrs 4 mos
Mbsc Securities CorporationBroker
February 2008 - November 2011 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
August 1998 - January 2008 · 9 yrs 5 mos
Kobren Insight Brokerage, INCBroker
March 1997 - August 1998 · 1 yr 5 mos
Fidelity Brokerage Services, INC.Broker
April 1996 - February 1997 · 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.