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AGILI, P.C.
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AGILI, P.C.
(CRD# 107664)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Richmond, VA.
The SEC approved the firm to operate as an RIA in
Feb 1993.
In
May 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$702.6 Million,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
3%
of RAUM.
Non-US investors represent
0%
.
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AGILI, P.C.
also reported in
May 2018:
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21
employees,
with
11
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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AGILI, P.C. has no disclosure events reported to the SEC at this time.
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AGILI, P.C. has Notice Filings with the following State Securities Authorities:
DC-Apr 2008, FL-Jun 2015, MD-Apr 2008, NC-Mar 2010, NJ-Dec 2014
, PA-Jan 2003, SC-Apr 2010, TX-Mar 2014, VA-Jan 2003, WV-Mar 2011
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The information presented above was gleaned from the SEC
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FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
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contact FindingFraud.org with questions or concerns.
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