Agili Information
Contact top employees from
Agili
Summary
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...Show more
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 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Agili shows a diverse range of experience levels:
6% have been with the company for less than 1 year3% for 1–2 years6% for 3–4 years16% for 5–7 years10% for 8–10 years58% have over 11 years of service at AgiliEx-employees positions
In Company
In New Company
Contact top employees from
Agili
Carrie Fellon
Financial Strategist
John Paul Curtin
Investment Analyst
Marilee Falco
Financial Strategist
Cynthia Levine
Financial Strategist
Grant Wilburn
Financial Planning Analyst
Bruno Santos
Founder
Cody Santmyer
Financial Planning Analyst, Trader
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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.
