How does the advisor help clients – Key Takeaways:
- ANGELUS INVESTMENT CONSULTING, INC. is a financial consulting firm that provides expert advice to its clients.
- The firm specializes in helping clients with investment management, financial planning, and wealth management.
- Their services are tailored to meet the individual needs and goals of each client.
Facts and Insights:
ANGELUS INVESTMENT CONSULTING, INC. was founded in 2005 and has been providing financial advice to clients for over 15 years. In that time, the firm has grown to manage over $500 million in assets under management and has a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment Management: ANGELUS INVESTMENT CONSULTING, INC. helps clients make sound investment decisions by conducting thorough research and staying updated on market trends.
- Financial Planning: The firm creates personalized financial plans for clients, taking into consideration their goals, risk tolerance, and current financial situation.
- Wealth Management: ANGELUS INVESTMENT CONSULTING, INC. assists clients with managing their wealth, including tax planning, estate planning, and retirement planning.
Client Types:
The firm works with a diverse group of clients, including high net worth individuals, families, and small business owners.
Fees & Compensation:
ANGELUS INVESTMENT CONSULTING, INC. charges a fee based on a percentage of assets under management for its services. This ensures that the firm’s interests are aligned with the success of its clients. The fees may vary depending on the complexity of the services provided.
Background:
The founder of ANGELUS INVESTMENT CONSULTING, INC. has over 25 years of experience in the financial industry and holds various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
ANGELUS INVESTMENT CONSULTING, INC. has a clean record with no disciplinary actions or regulatory events. The firm prioritizes transparency and takes all necessary precautions to ensure the ethical and professional conduct of its advisors.