AGNELLO FINANCIAL GROUP, INC.

WEST PALM BEACH, Florida·2 registered advisors·CRD# 141522
SEC# 801-1099670561-833-7080
01

Firm Overview

AUM
$281M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AGNELLO FINANCIAL GROUP, INC.

2 registered advisors
Michael Henry Agnello
WEST PALM BEACH, Florida
CFP
Milissa Lyne Agnello
WEST PALM BEACH, Florida
05

Office Locations

WEST PALM BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. AGNELLO FINANCIAL GROUP, INC. (CRD# 141522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.