AGILI, P.C.

RICHMOND, Virginia·7 registered advisors·CRD# 107664
SEC# 801-432641804-358-2702
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
7
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at AGILI, P.C.

7 registered advisors
Amber Ott
RICHMOND, Virginia
Cynthia Joyce
RICHMOND, Virginia
Jack Everett Payne
RICHMOND, Virginia
Jamie Lee Malone
RICHMOND, Virginia
Marilee Anne Falco
RICHMOND, Virginia
Michael Joyce
RICHMOND, Virginia
Van Nguyen
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
7 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.