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
By the Numbers
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Total Assets Under Management6,505MILLION
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Total Number of Accounts71ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, MA, NY, TX
Financial Advisors at Agilis Partners LLC
1
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.
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