AGNELLO FINANCIAL GROUP, INC.
CRD #141522 SEC #801-109967 WEST PALM BEACH, FL 561-833-7080
SEC Registered
Total AUM
$328.7M
Discretionary
$0
Employees
4
Clients
25
Accounts
464
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $328.7M | $0 | $328.7M | 4 | 8 |
| Feb 2024 | $280.9M | $0 | $280.9M | 5 | 3 |
| Nov 2023 | $227.7M | $0 | $227.7M | 4 | 5 |
| Feb 2023 | $227.7M | $0 | $227.7M | 4 | 5 |
| Nov 2022 | $271.9M | $0 | $271.9M | 4 | 6 |
| Mar 2022 | $271.9M | $0 | $271.9M | 4 | 6 |
| Mar 2021 | $217.4M | $0 | $217.4M | 5 | 11 |
| Jan 2021 | $201M | $0 | $201M | 4 | 7 |
| Jun 2020 | $201M | $0 | $201M | 4 | 7 |
| Jun 2020 | $201M | $0 | $201M | 4 | 7 |
| May 2020 | $201M | $0 | $201M | 4 | 7 |
| Feb 2020 | $201M | $0 | $201M | 4 | 7 |
| Feb 2020 | $201M | $0 | $201M | 4 | 7 |
| Sep 2019 | $151.5M | $0 | $151.5M | 4 | 23 |
| Apr 2019 | $151.5M | $0 | $151.5M | 4 | 23 |
| Mar 2019 | $151.5M | $0 | $151.5M | 4 | 23 |
| Mar 2018 | $157.7M | $0 | $157.7M | 4 | 28 |
| Mar 2017 | $118M | $0 | $118M | 4 | 26 |
| Feb 2017 | $118M | $0 | $118M | 4 | 26 |
DateMar 2025
Total AUM$328.7M
Discretionary$0
Non-Disc.$328.7M
Employees4
Clients8
DateFeb 2024
Total AUM$280.9M
Discretionary$0
Non-Disc.$280.9M
Employees5
Clients3
DateNov 2023
Total AUM$227.7M
Discretionary$0
Non-Disc.$227.7M
Employees4
Clients5
DateFeb 2023
Total AUM$227.7M
Discretionary$0
Non-Disc.$227.7M
Employees4
Clients5
DateNov 2022
Total AUM$271.9M
Discretionary$0
Non-Disc.$271.9M
Employees4
Clients6
DateMar 2022
Total AUM$271.9M
Discretionary$0
Non-Disc.$271.9M
Employees4
Clients6
DateMar 2021
Total AUM$217.4M
Discretionary$0
Non-Disc.$217.4M
Employees5
Clients11
DateJan 2021
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees4
Clients7
DateJun 2020
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees4
Clients7
DateJun 2020
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees4
Clients7
DateMay 2020
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees4
Clients7
DateFeb 2020
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees4
Clients7
DateFeb 2020
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees4
Clients7
DateSep 2019
Total AUM$151.5M
Discretionary$0
Non-Disc.$151.5M
Employees4
Clients23
DateApr 2019
Total AUM$151.5M
Discretionary$0
Non-Disc.$151.5M
Employees4
Clients23
DateMar 2019
Total AUM$151.5M
Discretionary$0
Non-Disc.$151.5M
Employees4
Clients23
DateMar 2018
Total AUM$157.7M
Discretionary$0
Non-Disc.$157.7M
Employees4
Clients28
DateMar 2017
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees4
Clients26
DateFeb 2017
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees4
Clients26