Overview
Assets Under Management: $281 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Frequently Asked Questions
AGNELLO FINANCIAL GROUP, INC. 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 #141522), AGNELLO FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
AGNELLO FINANCIAL GROUP, INC. is headquartered in WEST PALM BEACH, FL.
AGNELLO FINANCIAL GROUP, INC. serves 88 high-net-worth clients according to their SEC filing dated February 12, 2024. View client details ↓
According to their SEC Form ADV, AGNELLO FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
AGNELLO FINANCIAL GROUP, INC. manages $281 million in client assets according to their SEC filing dated February 12, 2024.
According to their SEC Form ADV, AGNELLO FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.27
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 459
Non-Discretionary Accounts: 459
Regulatory Filings
CRD Number: 141522
Last Filing Date: 2024-02-12 00:00:00
Website: https://agnellofinancial.com