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AGILI, P.C.
AGILI, P.C.
RICHMOND, Virginia
·
4 registered advisors
·
CRD# 107664
SEC# 801-43264
1
804-358-2702
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at AGILI, P.C.
4 registered advisors
Jack Everett Payne
RICHMOND, Virginia
CFP
CFA
CRD# 4589465
Jamie Lee Malone
RICHMOND, Virginia
CRD# 5823046
Marilee Anne Falco
RICHMOND, Virginia
CRD# 3009182
Michael Joyce
RICHMOND, Virginia
CRD# 1047470
05
Office Locations
RICHMOND, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. AGILI, P.C. (CRD# 107664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.