Archangel Investment Management
RIAState Registered
Total AUM
$991K
Discretionary
$991K
100% of AUM
Avg account
$90.1K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 290246
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Archangel Investment Management operates as a limited liability company focused on providing investment advisory services primarily to individuals and families. The firm is classified as a capital allocator, indicating its role in directing client assets towards various investment opportunities. Archangel Investment Management specializes in portfolio management for individuals and small businesses, as well as the selection of other advisers. The firm does not actively engage in ESG investing and operates as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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