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ANGART & CO.
CRD 121394
2855 SULGRAVE ROAD, BEACHWOOD, OH, 44122, United States
Phone
216-5344424
Fax
216-464-5339
Registration
— (—)
Source
State registered
Total AUM
$16.1M
Discretionary AUM
$16.1M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.4M |
| High net worth individuals | 5 | $14.8M |
All web addresses on file
Official SEC filing: View on IAPD