A
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2011
- Office Locations
- 1
Office Locations
-- Seattle WA
About Angeles Partners LLC
Angeles Partners LLC is a Seattle-based RIA. The firm has been operating for 14 years. Managing $2.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers.
Team overview
44 AVG AGE
$2.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
THOMAS JOSE CASTILLO II
Managing Member, Partner
- CRD
- #5712681
- Ownership
- 75% or more
Available
Available
Available
J
JORDAN GROSS-RICHMOND
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,108,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,108,809 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing