Agentrisk
Agentrisk (CRD# 281139) is a financial advisory firm headquartered in , . They manage $3,493,947 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Agentrisk
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$218,372
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Agentrisk
No Advisor Found.
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