Agile Trading Technologies, LLC

Broker-DealerFINRA Member
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 owned by an individual principal. Public records list its regulatory/firm classification as "Unclassified." The firm is not identified as a capital allocator and does not present itself as an active ESG investor. It is also recorded as not being a multistate adviser, not newly formed, not a pension consultant, and not a related adviser to another entity. The firm has provided minimal public detail about its business activities, advisory services, fee structure, or client segments, so there is limited visibility into its product lineup, target clients, or investment strategy beyond the basic organizational attributes above.

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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