Overview
Assets Under Management: $124 million
Headquarters: WILTON, CT
High-Net-Worth Clients: 163
Average Client Assets: $0.5 million
Frequently Asked Questions
AGILIS INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336358), AGILIS INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
AGILIS INVESTMENT MANAGEMENT LLC is headquartered in WILTON, CT.
AGILIS INVESTMENT MANAGEMENT LLC serves 163 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, AGILIS INVESTMENT MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
AGILIS INVESTMENT MANAGEMENT LLC manages $124 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, AGILIS INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 163
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.54%
Average Client Assets: $0.5 million
Total Client Accounts: 212
Discretionary Accounts: 212
Regulatory Filings
CRD Number: 336358
Filing ID: 2066014
Last Filing Date: 2026-03-30 22:56:27