Agnello Financial Group, Inc. is a large advisory firm based in West Palm Beach. It manages $151.51 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida, Michigan, and Texas.
Agnello Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio monitoring for individuals and/or small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Agnello Financial Group, Inc. is $151.51 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Agnello Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Agnello Financial Group is high net worth individuals with 55 clients and $109.68 million of assets under management. Among the 13 most similar advisory firms, Agnello Financial Group has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $151.51 million for 168 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Agnello Financial Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Agnello Financial Group, Inc. performs its advisory services is located at 712 North Olive Avenue, West Palm Beach, FL 33401 4015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-833-7080 or by fax 561-833-7399. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at agnellofinancial.com.