Agili PC
Legal Name: AGILI, P.C.
Other Info
AGILI, P.C. is a PA Corporation that has been approved by the U.S. Securities and Exchange Commission since February 3, 1993. With a team of 21 employees, 11 of whom are advisors, this firm provides financial analysis and advisory services to an undisclosed number of clients.
Agili | Fiduciary & Fee-Only Financial Advisor | Your Personal CFO
We specialize in customized financial planning, investment advising, and wealth management to provide you with financial peace of mind.
Agili - YouTube
Welcome to the JoycePayne Partners YouTube Channel. We deliver financial peace of mind. Our mission: We provide innovative financial management strategies an...
Direct Owners
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AMBER OTT
CHIEF COMPLIANCE OFFICER owns less than 5%
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CYNTHIA JOYCE
CHIEF OPERATING OFFICER owns less than 5%
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JAMIE LEE MALONE
PRINCIPAL, FINANCIAL STRATEGIST owns less than 5%
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MARILEE ANNE FALCO
PRINCIPAL, FINANCIAL STRATEGIST owns less than 5%
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MICHAEL JOYCE
PRESIDENT owns 75% or more
Auditors
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SC&H GROUP, INC.
United States
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