Agili, P.c.
Agili, P.c. (CRD# 107664) is a financial advisory firm headquartered in Richmond, VA. They manage $1,096,208,221 in 2,179 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,096MILLION
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Total Number of Accounts2,179ACCOUNTS
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Average Account Value$503,079
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
FL, MD, NC, NE, NH, NJ, NY, PA, TX, VA
Marilee Falco (CRD# 3009182) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has over 26 years of experience in the finance industry.
Carrie Fellon (CRD# 4879192) is an Investment Advisor Representative working at Agili, P.c. in Bethlehem, PA and has over 19 years of experience in the finance industry.
Michael Joyce (CRD# 1047470) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has over 32 years of experience in the finance industry.
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.
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.