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AGNELLO FINANCIAL GROUP, INC.
CRD 141522 · SEC 801-109967
712 NORTH OLIVE AVENUE, WEST PALM BEACH, FL, 33401-4015, United States
Phone
561-833-7080
Fax
561-833-7399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$378.6M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO MONITORING FOR INDIVIDUALS AND/OR SMALL BUSINESSES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $57.8M |
| High net worth individuals | 56 | $303.1M |
| Charitable organizations | 4 | $17.7M |
States served
MI, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD