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AGILIS INVESTMENT MANAGEMENT LLC
CRD 336358 · SEC 801-132879
187 DANBURY ROAD, SUITE 206, WILTON, CT, 06897, United States
Phone
(203) 920-1011
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.8M
Discretionary AUM
$123.8M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $2.2M |
| High net worth individuals | 163 | $79.9M |
| Pension/profit sharing plans | 12 | $4.2M |
| Charitable organizations | 4 | $35.7M |
| Corporations/business entities | 2 | $1.8M |
States served
VT, CA, GA, IL, LA, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD