Angelo Planning Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Angelo Planning Group's estimated annual revenue is currently $3.4M per year.(i)
  • Angelo Planning Group's estimated revenue per employee is $147,000

Employee Data

  • Angelo Planning Group has 23 Employees.(i)
  • Angelo Planning Group grew their employee count by 0% last year.

Angelo Planning Group's People

NameTitleEmail/Phone
1
Registered RepresentativeReveal Email/Phone
2
Financial AdvisorReveal Email/Phone
3
Financial AdvisorReveal Email/Phone
4
Partner, Wealth ManagementReveal Email/Phone
5
Financial AdminstratorReveal Email/Phone
6
Financial advisor, CLU®,ChFC®,CRPC®Reveal Email/Phone
7
AssociateReveal Email/Phone
8
Financial Services ProfessionalReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Angelo Planning Group?

Angelo Planning Group, LLC (APG) is an independent financial services firm. APG Advisors have access to any investment product available so that we are prepared to makes decisions on the best possible solution to a client’s case without any pressure to use proprietary products. APG's broker dealer is American Portfolios Financial Services, Inc. (APFS). APFS is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients. Registered Representative offering Securities through America Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc. Angelo Planning group is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Additionally, in accordance with FINRA regulations, please remove Profile information under “Specialties", “Endorsements”, “Skills” and/or “Recommendations”.

keywords:N/A

N/A

Total Funding

23

Number of Employees

$3.4M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4M23N/AN/A
#2
$4.7M230%N/A
#3
$3.7M23-4%N/A
#4
N/A23-23%N/A
#5
$3.7M23-4%N/A