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Building 2ANGELO PLANNING GROUP

Map pinROCHESTER, NY
Phone585-568-6900
NotebookSEC #801-72882
Total AUM
$133.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2590 BRIGHTON-HENRIETTA TOWN LINE ROAD
ROCHESTER
NY 14623-1462
United States
Operating Hours
7:00 AM - 6:00 PM
Monday - Friday
Phone
585-568-6900

ReceiptFinancials

Total AUM
$133.3M
Accounts
739
Discretionary
$133.3M
Accounts
739
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTFLGAINKSKYMAMEMIMONCNJNVNYOHPARISCTNTXVAVTWA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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