Agilis Partners LLC

Agilis Partners LLC (CRD# 126765) is a financial advisory firm headquartered in Waltham, MA. They manage $6,505,000,000 in 71 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
130 Turner St., Suite 510, Waltham, MA 02453
https://www.linkedin.com/company/agilisllc
By the Numbers
  • Total Assets Under Management
    6,505
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $91,619,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

CO, MA, NY, TX

Financial Advisors at Agilis Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Senoski, financial advisor
Michael J. Senoski
CRD#: 4438147
,

Michael Senoski (CRD# 4438147) is an Investment Advisor Representative working at Agilis Partners LLC in , and has 1 year 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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