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AGILI, P.C.
RICHMOND, VA
804-358-2702
SEC #801-43264Total AUM
$1.1B
Employees
21Clients
354Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1806 SUMMIT AVENUE
SUITE 100
RICHMOND
VA 23230
United States
SUITE 100
RICHMOND
VA 23230
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
804-358-2702
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
2,179Discretionary
$1.1B
Accounts
2,147Non-Discretionary
$12.3M
Accounts
32
Clients
Individual Clients
102AUM
$62.8M
HNW Individual Clients
242AUM
$1B
Pooled Vehicle Clients
2AUM
$14.3M
Pension/Profit Sharing Plan Clients
5AUM
$17.3M
Charitable Organization Clients
3AUM
$1.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLMDNCNENHNJNYPATXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.