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IACANGELO FINANCIAL GROUP, LLC

CRD 166784

Visit website

170 COMMERCE WAY, SUITE 200, PORTSMOUTH, NH, 03801, United States

Phone

732-383-8983

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$25.8M

Discretionary AUM

$25.8M

Team

1 total employees; 1 advisory reps; 24 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals92$17.6M
High net worth individuals16$8.2M

All web addresses on file

Official SEC filing: View on IAPD