Agile Trading Technologies, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Bryn Mawr, Pennsylvania
CRD number
306627
Registered since
October 19, 2020

Firm profile

FINTRX

Overview

Agile Trading Technologies, LLC is organized as a limited liability company and appears in SEC records with an advisor registration date of 2020. Public filings identify the firm as individually owned and otherwise do not classify it under a specific advisory category. The record indicates the firm does not self-identify as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Available disclosure is sparse: details such as client types, fee structure, specific business or advisory activities, and investment approach are not provided in the material reviewed. That limited public footprint suggests the firm maintains a low-profile regulatory presence rather than a broad advisory operation.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Adriana Blanco Marquez

    Adriana Blanco Marquez

    Chief Compliance OfficerCRD 7778003

  • Curtis Richins

    Curtis Richins

    CEOCRD 7208702

  • Philip Rasori

    Philip Rasori

    Chief Technology OfficerCRD 7208748

Contacts

3 of 7
  • Andrew Rhodes

    Andrew Rhodes

    Director of Technology & ReportingCRD 7309037

  • Benjamin Itkin

    Registered RepresentativeCRD 7320494

  • Gregory Vacura

    Gregory Vacura

    PresidentCRD 7790318

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bryn Mawr, PA

Delaware

Location

Bryn Mawr, PA

Headquartered in Bryn Mawr, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
2 Town Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth