At Agili, we believe that success isn’t only measured in dollars, it’s measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation. For over 25 years, our firm has been grounded by our commitment to always work in our clients’ best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.
View Top Employees from Agili| Website | http://www.agilipersonalcfo.com |
| Revenue | $8.8 million |
| Employees | 39 (32 on RocketReach) |
| Founded | 1993 |
| Address | 1806 Summit Ave Suite 100, Richmond, Virginia 23230, US |
| Phone | (804) 358-2702 |
| Fax | (804) 358-9436 |
| Technologies |
JavaScript,
HTML,
PHP
+23 more
(view full list)
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| Industry | Financial Services, Finance, Investment Banking, Brokerage |
| Web Rank | 6 Million |
| SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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Agili Questions
The Agili annual revenue was $8.8 million in 2024.
Michael Joyce is the President of Agili.
32 people are employed at Agili.
Agili is based in Richmond, Virginia.
The NAICS codes for Agili are [523, 52].
The SIC codes for Agili are [621, 6211, 62].
Top Agili Employees
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