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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $56,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Agemy Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel J. Agemy
CRD#: 5744683
741 Boston Post Road, Suite 308, Guilford, CT 06437
90
Wealthminder
score

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.

2
Andrew A. Agemy
CRD#: 2184176
741 Boston Post Road, Suite 308, Guilford, CT 06437
83
Wealthminder
score

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.

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