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 held by an individual owner. Public disclosures for the firm are minimal: the entity is listed as “unclassified” and it has not indicated a client base, fee schedule, or specific advisory activities in the materials provided. The profile shows the firm does not identify itself as a capital allocator, is not a multi-state adviser, and does not describe any pension consulting, related-adviser relationships, or active ESG investment activity.

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

FINTRX

Contacts

FINTRX

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