Angell Financial is a large advisory firm based in Colorado Springs. It manages $86 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.
Angell Financial provides portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Angell Financial is $86 million. The firm's AUM has grown by 1111% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Angell Financial for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Angell Financial performs its advisory services is located at 8174 Regiment Court, Colorado Springs, CO 80920, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 719-633-6688 or by fax 719-633-5982. The normal business hours are 8:00 a.m - 3:00p.m. on Monday - Friday.