Agemy Wealth Advisors, LLC
Agemy Wealth Advisors, LLC (CRD# 218512) is a financial advisory firm headquartered in Guilford, CT. They manage $21,000,000 in 370 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts370ACCOUNTS
Average Account Value$56,757
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Daniel Agemy (CRD# 5744683) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 3 years of experience in the finance industry.
Andrew Agemy (CRD# 2184176) is an Investment Advisor Representative working at Agemy Wealth Advisors, LLC in Guilford, CT and has over 24 years of experience in the finance industry.