What is Agnello Financial Group, Inc.'s NAICS code?

Agnello Financial Group, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Insights

Boutique scale Small team size (2-10 employees) coupled with a local West Palm Beach presence suggests agility and potential for personalized onboarding services, simplified implementation, and targeted advisory offerings to high-net-worth individuals or local businesses seeking tailored financial planning.

Private client focus Commitment to client-centric, objective planning and long-term relationships indicates a receptive environment for expanded wealth management services, such as expanded investment advisory, retirement planning, and insurance product suites for existing and prospective clients.

Compliance foundation Securities offered through Osaic Wealth and the dual model (brokerage and advisory) highlight a need for robust compliance and technology integration opportunities, including custodial enhancements, reporting tools, and seamless client onboarding workflows.

Tech stack fit Reliance on cloud and web technologies (Google Hosted Libraries, Cloudflare, Amazon S3, etc.) signals openness to hosted, secure digital platforms; potential to upsell modern CRM, financial planning software, and client portal solutions to streamline advisory processes.

Revenue potential Revenue range indicates a small-to-midsize advisory practice with growth potential; aligned services for scale-oriented platforms, wealth management partnerships, or white-label solutions could drive new client acquisition and cross-sell of insurance and investment products.

Agnello Financial Group, Inc. Tech Stack

Agnello Financial Group, Inc. uses 8 technology products and services including Cloudflare CDN, Section.io, Network Solutions, and more. Explore Agnello Financial Group, Inc.'s tech stack below.

Cloudflare CDN

Content Delivery Network

Section.io

Content Delivery Network

Network Solutions

Domain Name Services

Font Awesome

Font Scripts

FancyBox

Javascript Libraries

Datadog

Real User Monitoring

HSTS

Security

AddThis

Widgets

Agnello Financial Group, Inc. Email Formats	Example	Percentage
First@agnellofinancial.com	John@agnellofinancial.com	100%

Agnello Financial Group, Inc. Email Formats

Example

Percentage

First@agnellofinancial.com

John@agnellofinancial.com

100%

Frequently Asked Questions

What is Agnello Financial Group, Inc.'s phone number?

You can contact Agnello Financial Group, Inc.'s main corporate office by phone at

+1-561-833-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Agnello Financial Group, Inc.'s official website and social media links?

Agnello Financial Group, Inc.'s official website is agnellofinancial.com and has social profiles on LinkedIn.

How much revenue does Agnello Financial Group, Inc. generate?

As of August 2026, Agnello Financial Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Agnello Financial Group, Inc.'s SIC code NAICS code?

Agnello Financial Group, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Agnello Financial Group, Inc. have currently?

As of August 2026, Agnello Financial Group, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Certified Financial Planner™ Professional: G. R. C.. Explore Agnello Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Agnello Financial Group, Inc. belong to?

Agnello Financial Group, Inc. operates in the Investment Management industry.

What technology does Agnello Financial Group, Inc. use?

Agnello Financial Group, Inc.'s tech stack includes Cloudflare CDNSection.ioNetwork SolutionsFont AwesomeFancyBoxDatadogHSTSAddThis.

What is Agnello Financial Group, Inc.'s email format?

Agnello Financial Group, Inc.'s email format typically follows the pattern of First@agnellofinancial.com. Find more Agnello Financial Group, Inc. email formats with LeadIQ.

When was Agnello Financial Group, Inc. founded?

Agnello Financial Group, Inc. was founded in 1988.

Agnello Financial Group, Inc.

Q: How many employees does Agnello Financial Group, Inc. have currently?

Agnello Financial Group, Inc. has approximately 4 employees.

Q: What technology does Agnello Financial Group, Inc. use?

Agnello Financial Group, Inc.'s tech stack includes jQuery, Google Fonts API, FancyBox, Font Awesome, HSTS.

Investment ManagementFlorida, United States2-10 Employees

Agnello Financial Group, Inc. operates in the investment management sector, providing financial planning, investment advisory, and insurance services. Through proactive planning, objective investment strategies, and personal service, the firm aims to help clients formulate realistic financial plans and pursue their financial goals, with an emphasis on maintaining the lifestyle clients desire. The company emphasizes close, individualized attention and a long-standing client relationship approach, guided by a commitment to client interests and objectivity. Based in West Palm Beach, Florida, the firm serves a professional, client-focused market and operates alongside other established financial services firms within the industry. Securities are offered through Osaic Wealth, Inc., with investment advisory services provided directly by Agnello Financial Group, Inc., and the broader arrangement noted as independent of Osaic Wealth. For inquiries, the office can be reached at the listed local contact number.

Insights

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