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, independent investment advisory with 2-10 employees indicates a potential opportunity to offer personalized, high-touch financial planning and scalable technology solutions that support growth, client onboarding, and compliance for a lean team.

Technology stack Current tech stack includes Cloudflare, Section.io, Datadog and other web/monitoring tools. This suggests openness to technology partnerships for cybersecurity, performance optimization, data analytics, and client portal enhancements to improve operational efficiency and client experience.

Revenue profile Reported revenue in the $1M–$10M range signals a transitioning firm with scale to consider advisory platforms, mid-market investment solutions, custodian integrations, and growth capital or financing options to accelerate expansion.

Regulatory framework Securities offered through Osaic Wealth; investment advisory services via Agnello Financial Group, Inc. This provides a pathway to discuss compliance-friendly tech integrations, back-office automation, and cross-sell of insurance and advisory services.

Client-centric approach Emphasis on long-term client relationships and objective advice presents an opportunity to propose CRM enhancements, client onboarding automation, and value-add planning tools to deepen retention and increase per-client wallet share.

Agnello Financial Group, Inc. Tech Stack

Agnello Financial Group, Inc. uses 8 technology products and services including Hotjar, Amazon Web Services, Unpkg, and more. Explore Agnello Financial Group, Inc.'s tech stack below.

Hotjar

Analytics

Amazon Web Services

Cloud Hosting

Unpkg

Content Delivery Network

Font Awesome

Font Scripts

FancyBox

Javascript Libraries

Datadog

Real User Monitoring

Cloudflare Bot Management

Security

HSTS

Security

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

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

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

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

As of September 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 Hotjar, Amazon Web Services, Unpkg, Font Awesome, FancyBox, Datadog, Cloudflare Bot Management and HSTS.

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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