AGILIS INVESTMENT MANAGEMENT LLC

AGILIS INVESTMENT MANAGEMENT LLC of WILTON, CT is an SEC-registered investment adviser (CRD 336358). Regulatory assets under management: $123.8M.

Registration

• CRD: 336358
• SEC file number: 801-132879
• Type: Registered investment adviser
• Location: 187 DANBURY ROAD, SUITE 206, WILTON, CT, 06897
• Phone: (203) 920-1011
• Latest filing: 2026-05-27
• Regulatory AUM: $123.8M
• Discretionary AUM: $123.8M
• Clients: 4
• Accounts: 212

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336358 on SEC IAPD (source of record)
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