A complete list of active advisors currently associated with Angeles Partners LLC
Warmer can help you find a great advisor at Angeles Partners LLC or one who fits your needs even better.
The firm provides discretionary investment management to separately managed accounts for individual clients, including retirement accounts. It is a solo-advisor practice that implements asset allocation and security selection using individual equities as well as ETFs and mutual funds. The firm’s portfolio manager focuses on long and short positions in U.S.-listed equities and actively trades equity options and other derivatives supported by fundamental analysis of SEC filings, competitor and industry research, and proprietary interviews. Portfolios may also hold cash and may use margin, leverage, and futures both for hedging and for opportunistic exposure. Distinctively for a one-advisor independent firm, the adviser employs borrowing (margin) and derivatives inside its separately managed accounts, practices that are relatively uncommon among peers. The firm currently charges no advisory fees instead of a standard percentage-of-AUM model, and it maintains personal-trading controls (including pre-approval and timing limits) where related persons hold securities that the firm may trade.
To learn more about the advisors currently working at Angeles Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 14
|
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