Agnello Financial Group
Investment Management • 
712 N Olive Avenue, West Palm Beach, United States • 1-10 Employees
Company overview
| Headquarters | 712 N Olive Avenue, West Palm Beach, FL 33401-4015, US |
| Phone number | +15618337080 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Insurance, Financial Planning, Investment Advisory, Investment Monitoring |
| Founded | 1988 |
| Employees | 1-10 |
| Socials |
Key Contact at Agnello Financial Group
Michael Agnello
President
Agnello Financial Group Email Formats
Agnello Financial Group uses 1 email format. The most common is {first initial} (e.g., j@agnellofinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@agnellofinancial.com | 100% |
About Agnello Financial Group
Our mission is to inspire and advise clients to achieve financial independence in order to maintain the lifestyle they desire. Agnello Financial Group’s principal business is providing financial planning, investment advisory, and insurance services. With proactive planning, objective investment strategies, and personal service, we assist our clients in formulating a sensible financial plan by providing investment opportunities to meet their financial goals. We work closely with each client. Our overriding principle, which guides all of our actions, is our responsibility to the client and our true objectivity. The result of this close personal contact has created a tradition of long-lasting client relationships. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Agnello Financial Group, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For inquiries, please call (561) 833-7080. http://joinfsc.com/disclosures/socialmedia
Agnello Financial Group revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $5,000,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Agnello Financial Group has never raised funding before.
Agnello Financial Group Tech Stack
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