Agile Capital Management, Llc. (dba Personal Benefit Services)

Agile Capital Management, Llc. (dba Personal Benefit Services) (CRD# 127066) is a financial advisory firm headquartered in Lakewood, CO. They manage $104,593,079 in 457 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $228,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AZ, CO, MD, MN, VA

Financial Advisors at Agile Capital Management, Llc. (dba Personal Benefit Services)
Showing 1 - 2 of 2 top financial advisors.
1
Neal L. Creswell
CRD#: 57031
4875 Ward Rd, Ste 100, Wheat Ridge, CO 80033
96
Wealthminder
score

Neal Creswell (CRD# 57031) is an Investment Advisor Representative working at Agile Capital Management, Llc. (dba Personal Benefit Services) in Wheat Ridge, CO and has over 34 years of experience in the finance industry.

2
Midge Gold
CRD#: 2425325
200 Union Blvd, Suite 200, Lakewood, CO 80228
93
Wealthminder
score

Midge Gold (CRD# 2425325) is an Investment Advisor Representative working at Agile Capital Management, Llc. (dba Personal Benefit Services) in Lakewood, CO and has over 24 years of experience in the finance industry.

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