AGILIS INVESTMENT MANAGEMENT LLC
CRD #336358 SEC #801-132879 WILTON, CT (203) 920-1011
SEC Registered
Total AUM
$123.6M
Discretionary
$119.1M
Employees
3
Clients
--
Accounts
203
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (7)
CA CT GA LA NH NY TX
Address
187 DANBURY ROADSUITE 201
WILTON, CT 06897
United States
Phone: (203) 920-1011