Agili, P.c.

Agili, P.c. (CRD# 107664) is a financial advisory firm headquartered in Richmond, VA. They manage $760,646,620 in 1,588 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    761
    MILLION
  • Total Number of Accounts
    1,588
    ACCOUNTS
  • Average Account Value
    $478,997
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

DC, FL, MD, NC, NJ, PA, SC, TX, VA

Financial Advisors at Agili, P.c.
Showing 1 - 5 of 5 top financial advisors.
1
Marilee A. Falco
CRD#: 3009182
1806 Summit Avenue, Suite 100, Richmond, VA 23230

Marilee Falco (CRD# 3009182) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has over 22 years of experience in the finance industry. Marilee Falco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carrie L. Fellon
CRD#: 4879192
74 West Broad Street, Suite 320, Bethlehem, PA 18018

Carrie Fellon (CRD# 4879192) is an Investment Advisor Representative working at Agili, P.c. in Bethlehem, PA and has over 15 years of experience in the finance industry. Carrie Fellon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael Joyce
CRD#: 1047470
9030 Stony Point Parkway, Ste 100, Richmond, VA 23235

Michael Joyce (CRD# 1047470) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has over 29 years of experience in the finance industry. Michael Joyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jamie L. Malone
CRD#: 5823046
1806 Summit Avenue, Suite 100, Richmond, VA 23230

Jamie Malone (CRD# 5823046) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has 1 year of experience in the finance industry. Jamie Malone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel H. Honsberger
CRD#: 7230117
1806 Summit Avenue, Suite 100, Richmond, VA 23230

Daniel Honsberger (CRD# 7230117) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has 1 year of experience in the finance industry. Daniel Honsberger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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