Agnello Financial Group, Inc.
Agnello Financial Group, Inc. is an SEC-registered wealth manager in West Palm Beach, FL with $378.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Agnello Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141522, SEC 801-109967, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $378.6M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- West Palm Beach, FL
- Employees
- 4
- Clients
- 173
- CRD
- 141522
- Ownership
- AGNELLO, MILISSA, LYNE; AGNELLO, MICHAEL, HENRY
How much AUM does Agnello Financial Group, Inc. have?
Agnello Financial Group, Inc. reported $378.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Agnello Financial Group, Inc.?
Disclosed owners and executives of Agnello Financial Group, Inc. include AGNELLO, MILISSA, LYNE, AGNELLO, MICHAEL, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.