SEC Form ADV

AGNELLO FINANCIAL GROUP, INC.

Firm profile: Agnello Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$378.6M
Assets Under Management
465
Total Clients
4
Employees
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Registration Details

Accession
CRD-141522
Location
WEST PALM BEACH, FL
Filing Date
February 17, 2026
AUM
$378.6M
Total Clients
465
Institutional Clients
4
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

AGNELLO FINANCIAL GROUP, INC. is a registered investment adviser headquartered in WEST PALM BEACH, FL, managing approximately $378.6M in assets across 465 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.