Agile Wealth Partners

Agile Wealth Partners (CRD# 302019) is a financial advisory firm headquartered in , . They manage $22,464,900 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.agilewealthservices.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $236,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Agile Wealth Partners
Showing 1 - 3 of 3 top financial advisors.
1
John Oliver, financial advisor Northville MI
John R. Oliver
CRD#: 4820353
Northville, MI

John Oliver (CRD# 4820353) is an Investment Advisor Representative working at Agile Wealth Partners in Northville, MI and has over 19 years of experience in the finance industry.

2
Jonathan Thomason, financial advisor Northville MI
Jonathan R. Thomason
CRD#: 6187569
Northville, MI

Jonathan Thomason (CRD# 6187569) is an Investment Advisor Representative working at Agile Wealth Partners in Northville, MI and has over 7 years of experience in the finance industry.

3
Taylor Eagle, financial advisor Northville MI
Taylor F. Eagle
CRD#: 7521150
Northville, MI

Taylor Eagle (CRD# 7521150) is an Investment Advisor Representative working at Agile Wealth Partners in Northville, MI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals