Eric
Angeli

Sprott Asset Management Usa Inc

CRD#4823775
Investment Advisor
in Carlsbad, CA
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About this Advisor

Eric Angeli is a financial advisor operating in Carlsbad, California, who has been in the industry for 12 years. Angeli is currently employed by Sprott Asset Management Usa Inc. They have spent all of their employment at Sprott Asset Management Usa Inc. Angeli maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Sprott Asset Management Usa Inc is a registered investment business operating out of Carlsbad, California. It has offices in two locations and a total of 28 people on staff. It has $152 million in total assets across its 521 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 521 client accounts, 49% belong to high-net-worth clients who have more than $1 million in assets. The company provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advisory services largely vary depending on the services. Fees billed by Sprott Asset Management Usa Inc likely include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

Yes

Office Location

1910 Palomar Point Way Suite 200
Carlsbad, CA 92008

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Sprott Asset Management Usa Inc Brokerage Details

Total Assets Under Management

$131,562,266

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

588

CA Average: 3,727
Average Account Size

$223,745

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Eric Angeli Work History

Eric has 12 years of experience.

2006 - Present (13 years)

Global Resource Investments

Disclosures

Eric Angeli has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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