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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2017
- Office Locations
- 1
Office Locations
About Archangel Investment Management
ARCHANGEL INVESTMENT MANAGEMENT is a boutique RIA offering asset management and financial planning, including tax planning and portfolio construction, for entrepreneurs and other retail clients. Portfolios are implemented primarily via ETFs in managed accounts with an emphasis on asset allocation and risk management. The website highlights ties to angel-investing networks (UKBAA, Business Angels Europe, Angel Capital Scotland) and custody at Schwab.
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Owner & Executives
ROBERT SCOTT VALENTI
Chief Compliance Officer, Managing Member, President
- CRD
- #5022295
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $990,574 | -- |
| Non-Discretionary | $0 | -- |
| Total | $990,574 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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