CRD: 166784
Iacangelo Financial Group, LLC
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-21-2013
- Office Locations
- 1
Office Locations
About Iacangelo Financial Group, LLC
Iacangelo Financial Group is a Portsmouth, NH registered investment advisor led by founder Jerry Iacangelo, delivering comprehensive financial planning and wealth management focused on retirement income planning, tax-aware strategies, and college planning. Portfolios are implemented primarily with ETFs (plus select mutual funds and municipal bonds), and prospects can start with a Nitrogen (Riskalyze) portfolio risk analysis. Custody includes Schwab.
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Owner & Executives
GERARD IACANGELO
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2543590
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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