Overview
Assets Under Management: $281 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 88
Average Client Assets: $3 million
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