AGNELLO FINANCIAL GROUP, INC.
Adviser information for AGNELLO FINANCIAL GROUP, INC. last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 459 | $280.9M |
| Total | 459 | $280.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 121 | $47.7M |
| HNW Individuals | 82 | $218.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 4 | $14.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPORTFOLIO MONITORING FOR INDIVIDUALS AND/OR SMALL BUSINESSES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-109967 |
|---|---|
| SEC ERA File Number | 801-109967 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141522 |
| Legal Entity Identifier | None |
Principal Office
712 NORTH OLIVE AVENUEWEST PALM BEACH
FL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 561-833-7080, Fax: 561-833-7399
Chief Compliance Officer
MICHAEL H. AGNELLO
PRESIDENT
712 NORTH OLIVE AVENUE
WEST PALM BEACH
FL
United States
Tel:
(561) 833-7080
Fax:
(561) 833-7399
M***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AGNELLO, MICHAEL, HENRY | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 05/1988 | 50-75% |
| AGNELLO, MILISSA, LYNE | Individual | – | SECRETARY/TREASURER | 04/1991 | 50-75% |