3344 Peachtree Road
Suite 1725
Atlanta, Georgia 30326
Tel: 404-953-4900
ANGEL OAK CAPITAL ADVISORS, LLC, formally registered with the SEC as ANGEL OAK CAPITAL ADVISORS, LLC. The firm was established in 10/14/2009. They have over 3 offices throughout the country.
ANGEL OAK CAPITAL ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $12,195,563,266 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 82 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151090 |
SEC# | 801-70670 |
Assets Managed by Firm | $12,195,563,266 |
No. of Clients | 52 |
No. of Advisors | 82 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 52 | $12,195,563,266 |
Pension and profit sharing plans | Fewer than 5 clients | $2,517,282,147 |
Other investment advisers | Fewer than 5 clients | $24,906,022 |
Corporations or other businesses | Fewer than 5 clients | $29,977,196 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
$36,456,698,506 | 10 | 880 | |
$31,849,152,281 | 25685 | 37 | |
$30,525,816,142 | 16 | 106 |
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