Partner · A.G.P. Asset Management LLC
Phillip William Michals
CRD 2414124 · Named on Form ADV at 2 SEC-registered advisers
At a glance
A.G.P. Asset Management LLC, an SEC-registered private fund adviser based in New York, NY with $144 million in regulatory assets, lists Phillip William Michals on its Form ADV as Partner, a control person. The SEC filings also name Phillip at 1 other registered adviser.
Firms and roles
- A.G.P. Asset Management LLCPartnerPrivate fund adviser · New York, NY · $144M in regulatory assets
- A.g.p / Alliance Global PartnersChief Executive OfficerBroker-dealer firm · Westport, CT · $2.9B in regulatory assets
AtlasMembers
Phillip’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- John Joseph VeneziaChief Compliance Officer, A.G.P. Asset Management LLC
- Zachary N. GrodkoManager, A.G.P. Asset Management LLC
- Thomas Joseph HigginsPrincipal Operations Officer, A.g.p / Alliance Global Partners
- Anthony Joseph LaurielloMunicipal Securities Principal, A.g.p / Alliance Global Partners
- Craig Erin KleinCFO, Principal Financial Officer, A.g.p / Alliance Global Partners
2 more people named with Phillip on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.