THE ANGELO PLANNING GROUP, LLC
Legal name: ANGELO PLANNING GROUP
CRD #159548 SEC #801-72882 ROCHESTER, NY 585-568-6900
SEC Registered
Total AUM
$133.3M
Discretionary
$133.3M
Employees
--
Clients
--
Accounts
739
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARRIS, TODD, ELLSWORTH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANGELO, RALPH, KEITH | I | SOLE MANAGER AND MEMBER | E | Control |
Registrations
Federal
IA
Nov 4, 2011 REGISTERED
Notice Filings (26)
AL AZ CA CT FL GA IN KS KY MA ME MI MO NC NJ NV NY OH PA RI SC TN TX VA VT WA
Address
2590 BRIGHTON-HENRIETTA TOWN LINE ROADROCHESTER, NY 14623-1462
United States
Phone: 585-568-6900