CRD: 281413
Angelus Investment Consulting, Inc.
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- Custodian
- Axos · Citibank · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 11-04-2015
- Office Locations
- 1
Office Locations
About Angelus Investment Consulting, Inc.
Angelus Investment Consulting is an independent RIA in Coral Gables, FL providing wealth management and financial planning focused on protecting clients’ net worth for individuals and institutions in the U.S. and abroad. Portfolios are built primarily with ETFs and public funds, complemented by fixed income and other vehicles as appropriate. Client accounts can be supported through custodial platforms including Pershing and Interactive Brokers, with online access.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAIME DOMENECH MACIAS
Chief Compliance Officer, President
- CRD
- #5303505
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANDRES MIGDOEL ROSA GANDARA
--
- CRD
- #6390683
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,837,522 | $1,900,722 |
| Non-Discretionary | $127,164,245 | $8,477,616 |
| Total | $226,001,767 | $3,373,161 |
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Separately Managed Accounts
Total SMA Asset: $226,001,767
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $684,965,441 | 15.7% |
| Public Funds | $628,248,557 | 14.4% |
| Corporate - Investment Grade | $1,413,559,253 | 32.4% |
| Cash | $379,566,836 | 8.7% |
| Corporate - Non-Investment Grade | $1,256,497,114 | 28.8% |
| Total | $4,362,837,201 | 100.0% |