AGILIS PARTNERS LLC

WALTHAM, Massachusetts·4 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
4
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

4 registered advisors
Joanne Rae O'donnell
WALTHAM, Massachusetts
Ryan Darden Mcglothlin
WALTHAM, Massachusetts
Terence Patrick Mahoney
WALTHAM, Massachusetts
Thomas Cassara
WALTHAM, Massachusetts
05

Office Locations

WALTHAM, Massachusetts
4 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.