Gile Agnew, LLC

Overview

Gile Agnew, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and discretionary portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. In addition to advisory work, the entity lists business activities that include operating as a broker-dealer and maintaining a law firm affiliation. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator; the latter suggests the firm does not run proprietary alternative products but instead relies on external managers where alternatives are used.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices