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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VitalUnison vector
- Established Date
- 06-07-2001
- Office Locations
- 1
Office Locations
About Angart & Co.
Angart Investments provides active portfolio management and retirement-focused wealth management for pre-retirees/retirees, peak-career professionals, high-net-worth individuals, and entrepreneurs/executives. Services include tailored asset management and planning support across Social Security, Medicare, estate strategy, and tax efficiency. The firm operates as a fiduciary with a simple transparent fee, emphasizes independent decision-making, and is custodied at Charles Schwab (serving clients since 1996).
Team overview
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Investment Vehicles
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Owner & Executives
ROBERT FARRELL ANGART MR.
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4038614
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,129,647 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,129,647 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,129,647
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,167,523,289 | 19.0% |
| Equity - Exchange | $2,070,817,623 | 33.7% |
| U.S. Government/Agency | $454,719,597 | 7.4% |
| Cash | $2,451,798,907 | 39.9% |
| Total | $6,144,859,416 | 100.0% |