AGILIS PARTNERS LLC

WALTHAM, Massachusetts·5 registered advisors·CRD# 126765
SEC# 801-622133781-373-6900
01

Firm Overview

AUM
$6.7B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at AGILIS PARTNERS LLC

5 registered advisors
Joanne Rae O'donnell
WALTHAM, Massachusetts
Michael Jonathan Faulkner
WALTHAM, Massachusetts
Ryan Darden Mcglothlin
WALTHAM, Massachusetts
Terence Patrick Mahoney
WALTHAM, Massachusetts
Thomas Cassara
WALTHAM, Massachusetts
05

Office Locations

WALTHAM, Massachusetts
5 advisors

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Data sourced from SEC Form ADV filings. AGILIS PARTNERS LLC (CRD# 126765) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.