Michael G Errigo
Advisor at Agemy Wealth Advisors, LLC — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
13 years
Location
Denver, CO 80237
Agemy Wealth Advisors, LLC
Supported
Total advisors
3Clients per advisor
135 Very HighAvg AUM per client
$319,307 Very LowHNW client ratio
27% TypicalMichael Errigo is a financial advisor at Agemy Wealth Advisors, LLC in Denver, Colorado, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities Inc. prior to joining Agemy Wealth Advisors in 2018. He also manages account services for Agemy Financial Services as part of a non-investment related role. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities. The firm manages discretionary portfolios using asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, and offers tailored planning across retirement, tax, and estate objectives.
Based on Agemy Wealth Advisors, LLC
Fixed fee financial planning ranges from $1,000 to $10,000, negotiable
$0 - $50,000: minimum annual fee of $500 $50,001+: 0.85% to 2.00%, negotiable
$500 per hour, negotiable
Account minimum: $500,000 Minimum fee: $500 annual minimum fee for accounts under $50,000 Fee-only: Financial planning offered on hourly and fixed fee basis
Denver, CO
7900 East Union Avenue, Suite 1100
Denver CO 80237
Advisors at this office
3
Connecticut
13 years of industry experience
Agemy Wealth Advisors, LLC
2018 - Present • 8 years
Guilford, CT
Agemy Financial Strategies
2018 - Present • 8 years
Guilford, CT
GWFS Equities INC
2013 - 2018 • 5 years
Greenwood Village, CO
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Lawyer
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Real estate agent
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Other specialized services
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