Agile Investments

Agile Investments (CRD# 132924) is a financial advisory firm headquartered in , . They manage $63,356,000 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,348,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

TN

Financial Advisors at Agile Investments
Showing 1 - 1 of 1 top financial advisors.
1
Jack D. Steinhilber
CRD#: 4245837
Nashville, TN
93
Wealthminder
score

Jack Steinhilber (CRD# 4245837) is an Investment Advisor Representative working at Agile Investments in Nashville, TN and has over 13 years of experience in the finance industry.

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