$30.3M Total AUM
$30.3M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Truist Bank · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2015
- Office Locations
- 1
Office Locations
-- Montvale NJ
About Angel OAK Financial Services LLC
Angel Oak Financial Services is a New Jersey-based, fee-only RIA providing financial planning and discretionary investment advisory for clients seeking an objective, commission-free relationship. Portfolios are implemented primarily with mutual funds and ETFs, paired with help getting day-to-day finances organized. Custody is supported via Altruist.
Team overview
-- AVG AGE
$30.3M AVG AUM / ADVISOR
$757.0K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT FRANCIS SOLIMANO
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1765440
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,278,933 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,278,933 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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