About Angel Oak Financial Services LLC
Many individuals and businesses seek the guidance of a financial expert to help them manage their assets and achieve their financial goals. Angel Oak Financial Services LLC is one such company that provides financial advice and services to its clients.
How does the advisor help clients – Key Takeaways:
Angel Oak Financial Services LLC offers a variety of services to its clients, including financial planning, investment management, retirement planning, and estate planning. The company’s advisors work closely with each client to understand their unique financial situation and create a personalized plan to help them reach their goals. They also offer ongoing support and advice to ensure that the plan remains on track and adjustments are made as needed.
Facts and Insights
Angel Oak Financial Services LLC was founded in 2008 and is headquartered in Atlanta, Georgia. According to publicly available data from the Securities and Exchange Commission (SEC), the company has around $1.5 billion in assets under management and employs approximately 100 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $1.5 billion | 100 |
Financial Services Offered
Angel Oak Financial Services LLC provides a range of financial services to its clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
Client Types
Angel Oak Financial Services LLC serves a diverse group of clients, including individuals, businesses, and institutions. Their services are tailored to each client’s specific needs and financial goals.
Fees & Compensation
As a financial advisor, Angel Oak Financial Services LLC charges its clients a fee for the services it provides. This fee structure can vary depending on the services utilized and the complexity of the client’s financial situation. The company is transparent about its fees and discloses them to clients before any services are rendered.
Background
Angel Oak Financial Services LLC was founded by a team of experienced financial experts with a passion for helping clients achieve financial success. The company prides itself on its personalized approach and commitment to putting clients’ best interests first.
Financial Advisor Disclosures to Know
As a registered investment advisor, Angel Oak Financial Services LLC is required by the SEC to disclose any potential conflicts of interest to its clients. This includes any affiliations or partnerships that may influence the company’s recommendations to clients. The company also has a code of ethics in place that all advisors must adhere to, ensuring the highest level of integrity and professionalism in their work.