Agnello Financial Group, Inc.
● SEC registered since 2017CRD 141522SEC# 801-109967West Palm Beach, FL
Reg. AUM
$378.6M
Employees
4
Accounts
465
Location
West Palm Beach, FL
Agnello Financial Group, Inc. assets under management
Agnello Financial Group, Inc. operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2017. It reports $378.6 million in regulatory assets under management and employs 4 people.
Agnello Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Henry Agnello Control | President, Chief Compliance Officer | 50-75% | 1988 |
| Milissa Lyne Agnello Control | Secretary/Treasurer | 50-75% | 1991 |
Frequently asked questions
How much does Agnello Financial Group, Inc. manage?
Agnello Financial Group, Inc. reports $378.6 million in regulatory assets under management on its Form ADV.
How many employees does Agnello Financial Group, Inc. have?
Agnello Financial Group, Inc. reports 4 employees.
Where is Agnello Financial Group, Inc. located?
Agnello Financial Group, Inc. is based in West Palm Beach, FL and has been SEC-registered since 2017.
Does Agnello Financial Group, Inc. disclose fund performance?
Agnello Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 712 North Olive Avenue, West Palm Beach, FL 33401-4015 |
| Phone | 561-833-7080 |
| Fax | 561-833-7399 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$378.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$378.6Mregulatory AUM
Discretionary $0Non-discretionary $378.6M