Agnello Financial Group, Inc.

Agnello Financial Group, Inc. (CRD# 141522) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $280,869,708 in 459 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
712 North Olive Avenue, West Palm Beach, FL 33401
https://www.facebook.com/agnellofinancialgroup/
By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    459
    ACCOUNTS
  • Average Account Value
    $611,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, NC, TX

Financial Advisors at Agnello Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Agnello, financial advisor West Palm Beach FL
Michael H. Agnello
CRD#: 2025639
712 North Olive Avenue, West Palm Beach, FL 33401

Michael Agnello (CRD# 2025639) is an Investment Advisor Representative working at Agnello Financial Group, Inc. in West Palm Beach, FL and has over 31 years of experience in the finance industry.

2
Dean Ringdahl, financial advisor West Palm Beach FL
Dean G. Ringdahl
CRD#: 1080956
712 North Olive Avenue, West Palm Beach, FL 33401

Dean Ringdahl (CRD# 1080956) is an Investment Advisor Representative working at Agnello Financial Group, Inc. in West Palm Beach, FL and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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