Agile Capital Management LLC DBA Personal Benefit Services


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Agile Capital Management LLC DBA Personal Benefit Services
CRD #127066
SEC #801-112504
AUM $101.3 MM (100% Disc, 100% US, 2019-12-10)
Employees6 (33% Investors, 0% Brokers)
Address200 Union Blvd
Lakewood, CO 80228
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Legacy Advisory Group LLC
KS 0.1
Markle Financial LLC
WY 0.1
Dartmouth Capital Advisors Inc
PA 0.1
SMB Financial Services Inc
OR 0.1
Evans & Healy
CT 0.1
Kinetic Investment Management Inc
CA 0.1
West Ridge Advisors LLC
NV 0.1
ACAP Asset Management Inc
CA 0.1
Vista American Corporation
TX 0.1
Sector Capital Management LLC
TN 0.1
Terms of Service | Privacy Policy | User Guide