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 that registered with the SEC in 2020. Ownership is listed as an individual rather than an institutional owner. The firm's regulatory classification is recorded as unclassified. Available records indicate Agile Trading Technologies does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser or a pension consultant. The firm has not supplied detail on its advisory or business activities, fee structure, or client segments in the public data provided.

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