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 shown as SEC-registered in 2020. FINTRX classifies the firm as unclassified and records the owner type as individual. Available fields indicate the firm is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, newly formed adviser, or a related adviser. The dataset does not include descriptions of the firm’s advisory activities, business lines, client segments, or fee schedule.

Assets & Accounts

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
  • Curtis Richins

    Curtis Richins

    CEOCRD 7208702

  • Philip Rasori

    Philip Rasori

    Chief Technology OfficerCRD 7208748

  • Adriana Blanco Marquez

    Adriana Blanco Marquez

    Chief Compliance OfficerCRD 7778003

Contacts

3 of 7
  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

  • Alexander Krzak

    Alexander Krzak

    Principal Operations OfficerCRD 6349160

  • Andrew Rhodes

    Andrew Rhodes

    Director of Technology & ReportingCRD 7309037

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