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Michael Henry Agnello

AGNELLO FINANCIAL GROUP, INC.·WEST PALM BEACH, Florida
Series 53, Series 24, Series 52, Series 7, Series 63CFPAGNELLO FINANCIAL GROUP, INC.
712 NORTH OLIVE AVENUE, WEST PALM BEACH, FL 33401-4015CRD# 2025639Firm CRD# 141522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Henry Agnello · WEST PALM BEACH, FL
Registration
CRD #2025639 · AGNELLO FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
746 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Henry Agnello is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with AGNELLO FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AGNELLO FINANCIAL GROUP, INC.
AGNELLO FINANCIAL GROUP, INC.
AUM
$281M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AGNELLO FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2025639
Firm CRD# 141522
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Henry Agnello offer?
Michael Henry Agnello specializes in Financial Planning, Investment Management. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Michael Henry Agnello's credentials?
Michael Henry Agnello holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Henry Agnello located?
Michael Henry Agnello is based in WEST PALM BEACH, Florida, working with AGNELLO FINANCIAL GROUP, INC.. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Michael Henry Agnello charge for services?
Michael Henry Agnello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGNELLO FINANCIAL GROUP, INC.?
AGNELLO FINANCIAL GROUP, INC. has approximately 5 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGNELLO FINANCIAL GROUP, INC.

Milissa Lyne Agnello
WEST PALM BEACH, FL

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