SEC Form ADV

AGNELLO FINANCIAL GROUP, INC.

Registered Investment AdviserFL
$378.6M
Assets Under Management
465
Total Clients
Get LP Contact Details

Registration Details

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

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.