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| Happy Holidays!! thanks for using AUM13F!! |
| Agnello Financial Group Inc
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|---|---|
| CRD # | 141522 |
| SEC # | 801-109967 |
| CIK # | |
| AUM | $328.7 M (2025-03-06) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 561-833-7080 |
| Address | 712 North Olive Avenue West Palm Beach, FL 33401-4015 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 45.7 |
| (b) Individuals (high net worth individuals) | 88 | 267.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 15.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 464 | 328.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 464 | 328.7 |
| Total | 464 | 328.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.7 | |
| Total | 464 | 328.7 |
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|---|---|---|
|
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CA | 0.3 |
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KY | 0.3 |
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Evexia Wealth LLC
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|
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AL | 0.3 |
|
TL Private Wealth LLC
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TX | 0.3 |
|
Concord Investment Counsel
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CA | 0.3 |
|
Better Money Decisions LLC
✚
|
NM | 0.3 |