AGNELLO FINANCIAL GROUP, INC.
  • AGNELLO FINANCIAL GROUP, INC.

Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 02/13/2017
Other registrations (2)
ADV Location WEST PALM BEACH, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 378,642,582 35%
of that, discretionary 0
Number of Employees 4 -20%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 814,285 33%
% High Net Worth 32.37% -18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

379M 325M 270M 216M 162M 108M 54M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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