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Agility Asset Management, LLC (New York)


Agility Asset Management, LLC is a large advisory firm based in New York. It manages $186.7 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

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Agility Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agility Asset Management: assets under management

The assets under management (AUM) of Agility Asset Management, LLC is $186.7 million. The firm's AUM has grown by 433% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $177.92 million in discretionary accounts and $8.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.81 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.19 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Agility Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Agility Asset Management, LLC performs its advisory services is located at 598 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-888-0060 or by fax 212-888-0066. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.agilityasset.com.


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