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CRD#: 328336
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for AGENTIS CAPITAL MARKETS US, LLC Comes From
Understanding the Statistics for AGENTIS CAPITAL MARKETS US, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1270-999 West Hastings Street, Vancouver, Bc, V6C 2W2
Mailing Address
1270-999 West Hastings Street, Vancouver, Bc, V6C 2W2
Firm Size
Small
Phone Number
+1 (604) 687-1597
Established
Delaware since 02/01/2023
Firm Type
Limited Liability Company
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| AGENTIS CAPITAL LTD. | SHAREHOLDER | ||
| FOSTER, LEE | CHIEF OPERATING OFFICER AND ANTI-MONEY LAUNDERING COMPLIANCE OFFICER | 7814929 | |
| GRIEVE, ANDREW WILLIAM | SHAREHOLDER | 7817429 | |
| MARCOTTE, BRIAN TROY | CHIEF COMPLIANCE OFFICER AND FINANCIAL OPERATIONS PRINCIPAL | 1182101 | |
| VAN BELLE, ROBERT | PARTNER, DIRECTOR, CHIEF EXECUTIVE OFFICER, AND EXECUTIVE REPRESENTATIVE | 7814930 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at AGENTIS CAPITAL MARKETS US, LLC
BM
Brian Troy Marcotte
RR
CRD#: 1182101
Location:
New Orleans, LA 70113-7105
Company:
JOHNSON RICE & COMPANY L.L.C.
Disclosures:
Experience:
42 years
LF
Lee John Foster
RR
CRD#: 7814929
Location:
Vancouver, V6C 2W2
Company:
AGENTIS CAPITAL MARKETS US, LLC
Disclosures:
Experience:
2 years
HV
Henry Robert Van Belle
RR
CRD#: 7814930
Location:
Vancouver, V6C 2W2
Company:
AGENTIS CAPITAL MARKETS US, LLC
Disclosures:
Experience:
2 years
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