ANGART & CO.
ANGART & CO. is a leading financial services firm dedicated to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, ANGART & CO. provides expert advice and guidance to individuals and businesses seeking to secure their financial future.
How does the advisor help clients – Key Takeaways:
ANGART & CO. offers a wide range of financial services to help their clients navigate the complex world of finance. Some key takeaways include:
- Expert financial advice and guidance
- Customized financial plans tailored to each client’s unique needs
- Access to a team of experienced and knowledgeable advisors
- A focus on building long-term relationships with clients
Facts and Insights
To get a better understanding of ANGART & CO.’s services and capabilities, let’s take a look at some key facts and insights:
- ANGART & CO. has been in business for over 25 years.
- The firm has over $500 million in assets under management.
- The team consists of over 50 advisors.
- ANGART & CO. is known for its expertise in retirement planning and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Number of Advisors | Assets Under Management |
|---|---|---|
| Over 25 years | Over 50 | Over $500 million |
Financial Services Offered
ANGART & CO. offers a comprehensive range of financial services to individuals and businesses, including:
- Retirement Planning
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Education Planning
- Insurance and Risk Management
- Corporate Retirement Plans
Client Types
ANGART & CO. serves a diverse range of clients, including:
- Individuals
- Small Business Owners
- Corporations
- Non-Profit Organizations
Fees & Compensation
ANGART & CO. is dedicated to transparency when it comes to fees and compensation. Fees for financial services may vary depending on individual circumstances, but typically fall within the industry standard range. ANGART & CO. takes a fee-based approach, which means they earn a percentage of the assets they manage on behalf of their clients.
Background
ANGART & CO. was founded in 1995 by John Angart, a highly respected financial advisor with over 30 years of experience in the industry. Since then, the firm has grown to become one of the most trusted and reputable financial services firms in the country. ANGART & CO. prides itself on its commitment to providing personalized and high-quality service to each and every client.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or legal disclosures. Here are some disclosures to keep in mind when working with ANGART & CO.:
- ANGART & CO. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- ANGART & CO. has no disclosure events reported on their record with the SEC or any state regulators.