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 is SEC-registered (registration recorded in 2020). The firm is individually owned and is listed in public data with an “unclassified” advisor type. Available disclosures do not identify a client segment, fee schedule, or the specific advisory services the company provides. Public filings indicate the firm does not act as a capital allocator and does not self-identify as an active ESG investor. Beyond basic corporate form and registration year, the firm’s public footprint provides only limited detail about its business model or investment approach.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth