AGIS MANAGEMENT LLC

46 Plympton Street
Fourth Floor
Boston, Massachusetts 02118
Tel: 617-350-9894

About AGIS MANAGEMENT LLC

AGIS MANAGEMENT LLC, formally registered with the SEC as AGIS MANAGEMENT LLC. The firm was established in 08/13/2015. They have over 8 offices throughout the country.

AGIS MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $678,484,797 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172457
SEC#	801-106537
Assets Managed by Firm	$678,484,797
No. of Clients	3
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$678,484,797

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