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 a limited liability company that registered with the SEC in 2020. The firm is listed as individually owned and is classified in the dataset as "unclassified." Available records do not enumerate the firm's advisory activities, client segments, fee schedule, or specific business lines. Regulatory attributes in the file indicate the firm is not designated as a capital allocator, is not marked as an active ESG investor, and is not identified as a multistate adviser.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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