Agis Management LLC

Agis Management LLC (CRD# 172457) is a financial advisory firm headquartered in Boston, MA. They manage $122,337,783 in 1 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $122,337,783
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, MA, NC

Financial Advisors at Agis Management LLC
No Advisor Found.
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