Angelo Angelou
Angelo Angelou is a registered investment advisor at Atrium Financial Advisors LLC, based in Tarpon Springs, FL, with 24 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $3.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Location
Tarpon Springs, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angelo is a board member for the Tarpon Springs Florida Municipal Firefighters Trust Fund, dedicating minimal time to oversight of pension investment and administrative activities. He is also a Managing Member of Atrium Financial Advisors LLC.
Employment History
Current Registrations
Atrium Financial Advisors LLC
Previous Registrations
Blubuzzard Advisors, LLC
Blubuzzard Advisors, LLC
Calton & Associates, INC.
Calton & Associates, INC.Broker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Legacy Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.