CRD: 141522
Agnello Financial Group, Inc.
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-1991
- Office Locations
- 1
Office Locations
About Agnello Financial Group, Inc.
Agnello Financial Group, Inc. provides financial planning, investment advisory and insurance services, working closely with clients to build sensible financial plans and objective investment strategies aimed at long-term financial independence. The firm also supports estate and retirement planning and may use vehicles such as ETFs and annuities as appropriate. Operates in retail and institutional channels and custody relationships include Pershing.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL HENRY AGNELLO
Chief Compliance Officer, President
- CRD
- #2025639
- Ownership
- 50% but less than 75%
MILISSA LYNE AGNELLO
Chief Executive Officer, Secretary, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DEAN GREGORY RINGDAHL
Financial Advisor
- CRD
- #1080956
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $378,642,582 | $814,285 |
| Total | $378,642,582 | $814,285 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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