Agili, P.C
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Overview
Agili, P.C operates as a financial advisor firm based in Richmond, Virginia. Agili, P.C oversees $972.5 million in assets under management over 2,057 accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). Agili, P.C has a small team, including 11 financial advisors. Agili, P.C is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, bonds and stocks.
Agili, P.C oversees 2,039 of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring the client's consent. It also administers 18 non-discretionary accounts totaling $2.6 million in AUM. Agili, P.C manages about $472,795 for every client account. An average advisor at Agili, P.C oversees around 187 client accounts.
The company's main office is located at 1806 Summit Avenue, Richmond, Virginia 23230. The firm is permitted to serve clients across a number of states, including Florida, Maryland, New Hampshire, New Jersey, North Carolina, Pennsylvania, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Agili, P.C by the Numbers
$972.5 million
19
2,057
$472.8 thousand
Products and Services
Agili, P.C provides multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the prior financial year, it provided financial planning services to 251-500 of its customers. The firm is not engaged in selling products or offering services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on which services are provided. However, fee types charged by the firm can be comprised of the following fee structures: asset-based, fixed or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors, high net worth investors, pooled investment vehicles and pension plans. Out of its 2,057 clients, Agili, P.C's biggest client group by number of accounts is high net worth investors, though it also caters to 266 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 76.22%
- Other Individuals - 21.49%
- Corporations - 2.29%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Agili, P.C
Richmond, VA
Richmond, VA
Richmond, VA
Bethlehem, PA
Richmond, VA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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