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Home > Retirement Planners > florida > west palm beach > AGNELLO FINANCIAL GROUP, INC.
AGNELLO FINANCIAL GROUP, INC.
712 North Olive Avenue
West Palm Beach, Florida 33401-4015
Tel: 561-833-7080
About AGNELLO FINANCIAL GROUP, INC.
AGNELLO FINANCIAL GROUP, INC, formally registered with the SEC as AGNELLO FINANCIAL GROUP, INC. The firm was established in 02/13/2017. They have over 1 offices throughout the country.
AGNELLO FINANCIAL GROUP, INC. is a West Palm Beach, Florida based Financial Planning firm with nearly $280,869,708 assets under management, offering retirement planning & investment advisory services to 459 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141522 |
| SEC# | 801-109967 |
| Assets Managed by Firm | $280,869,708 |
| No. of Clients | 459 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (PORTFOLIO MONITORING FOR INDIVIDUALS AND/OR SMALL BUSINESSES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 459 | $280,869,708 |
| Individuals (other than high net worth individuals) | 121 | $47,686,424 |
| High net worth individuals | 82 | $218,495,300 |
| Charitable organizations | 4 | $14,687,984 |
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