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Building 2AGNELLO FINANCIAL GROUP, INC.

Map pinWEST PALM BEACH, FL
Phone561-833-7080
NotebookSEC #801-109967
Total AUM
$378.6M
Employees
4
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
712 NORTH OLIVE AVENUE
WEST PALM BEACH
FL 33401-4015
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
561-833-7080

ReceiptFinancials

Total AUM
$378.6M
Accounts
465
Discretionary
$0
Accounts
0
Non-Discretionary
$378.6M
Accounts
465

ContactClients

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Individual Clients
113
AUM
$57.8M
HNW Individual Clients
56
AUM
$303.1M
Charitable Organization Clients
4
AUM
$17.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MONITORING FOR INDIVIDUALS AND/OR SMALL BUSINESSES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLMINCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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