AGILI, P.C.
CRD #107664 SEC #801-43264 RICHMOND, VA 804-358-2702
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
21
Clients
251
Accounts
2,179
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| FALCO, MARILEE, ANNE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| Joyce, Cynthia | I | CHIEF OPERATING OFFICER | NA | Control |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| MALONE, JAMIE, LEE | I | PRINCIPAL, FINANCIAL STRATEGIST | NA | |
| Nguyen, Van | I | PRINCIPAL, CLIENT SERVICES MANAGER | NA | |
| Nguyen, Van | I | PRINCIPAL, CLIENT SERVICES MANAGER | NA | |
| Nguyen, Van | I | PRINCIPAL, CLIENT SERVICES MANAGER | NA | |
| Nguyen, Van | I | PRINCIPAL, CLIENT SERVICES MANAGER | NA | |
| Nguyen, Van | I | PRINCIPAL, CLIENT SERVICES MANAGER | NA | |
| Nguyen, Van | I | PRINCIPAL, DIRECTOR OF CLIENT SERVICES | NA | |
| Nguyen, Van | I | PRINCIPAL, DIRECTOR OF CLIENT SERVICES | NA | |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ott, Amber | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| JOYCE, MICHAEL | I | PRESIDENT | E | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
| PAYNE, JACK, EVERETT | I | CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Mar 26, 2024 REGISTERED
Notice Filings (13)
DC FL MD NC NE NH NJ NY PA SC TX VA WV
Address
1806 SUMMIT AVENUESUITE 100
RICHMOND, VA 23230
United States
Phone: 804-358-2702