Company Overview
- Headquarters
- 1806 Summit Ave Suite 100, Richmond VA
- Website
- agilipersonalcfo.com
- Phone
- (804) 358-2702
- Employees
- 25
- Founded in
- 1993
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 621 CompaniesSIC Code 62 CompaniesSIC Code 6211 Companies
Financials & Stats
Revenue
$9B
Who is Agili
Agili is a Registered Investment Advisor (RIA) based in Richmond, Virginia. The company employs 25 people and generates $8.8 million in annual revenue. Agili offers personalized financial advice and wealth management services to individuals and families. Their focus is on providing comprehensive financial planning and investment management solutions tailored to each client's unique needs and goals. Agili differentiates itself through its commitment to a fee-only model, eliminating potential conflicts of interest by avoiding commissions on investments. As a fiduciary, they are legally obligated to prioritize their clients' best interests. The company also emphasizes personalized service, striving to understand each client's individual circumstances and aspirations. For more information about Agili and their services, please visit their website at agilipersonalcfo.com.
Agili Industry Tags
Agili Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 9M | 44 | Lexington, KY | 2003 | |
| 9M | 19 | New York City, NY | 1991 | |
| 9M | 30 | Portland, OR | 2007 | |
| 9M | 9 | Alpharetta, GA | 2012 | |
| 9M | 11 | New York, NY | 2014 |