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Agnello Financial Group, Inc.

● SEC registered since 2017CRD 141522SEC# 801-109967West Palm Beach, FL
Export (members)
Reg. AUM
$328.7M
Employees
4
Accounts
464
Location
West Palm Beach, FL

Agnello Financial Group, Inc. assets under management

Agnello Financial Group, Inc. operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2017. It reports $328.7 million in regulatory assets under management and employs 4 people.
www.agnello.comView on SEC.gov ↗

Agnello Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Michael Henry Agnello ControlPresident, Chief Compliance Officer50-75%1988
Milissa Lyne Agnello ControlSecretary/Treasurer50-75%1991

Frequently asked questions

How much does Agnello Financial Group, Inc. manage?

Agnello Financial Group, Inc. reports $328.7 million in regulatory assets under management on its Form ADV.

How many employees does Agnello Financial Group, Inc. have?

Agnello Financial Group, Inc. reports 4 employees.

Where is Agnello Financial Group, Inc. located?

Agnello Financial Group, Inc. is based in West Palm Beach, FL and has been SEC-registered since 2017.

Does Agnello Financial Group, Inc. disclose fund performance?

Agnello Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address712 North Olive Avenue, West Palm Beach, FL 33401-4015
Phone561-833-7080
Fax561-833-7399
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$328.7M
Total (RAUM)$328.7M