Agili Information
Contact top employees from
Agili
Summary
The company currently specializes in the Financial Services area. To connect with Agili employee register on SignalHire.
Organization Website | agilipersonalcfo.com |
Social Links |   |
Phone Number | 804-358-2702 |
Industries | |
Headquarters Location | 1806 Summit Ave, Richmond, Virginia, 23230 US |
Employees Size | 10-50 employees |
Specialties | Investment Management, Financial Planning, Private Equity, Alternative Investments, Family Office, Estate Planning, Tax Strategy, Education Planning, Insurance Strategy, Financial Independence Planning, Retirement Planning |
Founded | 1993 |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at Agili shows a diverse range of experience levels:
5% have been with the company for less than 1 year5% for 1–2 years9% for 3–4 years14% for 5–7 years14% for 8–10 years55% have over 11 years of service at AgiliContact top employees from
Agili
C
Carrie Fellon
Financial Strategist
J
John Paul Curtin
Investment Analyst
M
Marilee Falco
Financial Strategist
C
Cynthia Levine
Financial Strategist
G
Grant Wilburn
Financial Planning Analyst
B
Bruno Santos
Founder
C
Cody Santmyer
Financial Planning Analyst, Trader
Companies Similar to Agili
FAQ
Agili operates in the Finance industries. More details can be found on the official website: agilipersonalcfo.com.
The headquarters of Agili are located in Richmond, United States.
You can contact Agili by phone at 804-358-2702.
Agili currently employs 10-50 people.
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