Joshua
Angell
Poinciana Advisors Group, LLC
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About this Advisor
Joshua Angell is a chartered financial analyst based in Palm Beach Gardens, Florida who has 13 years of relevant experience. Angell is an employee of Poinciana Advisors Group, LLC. Throughout their career, Angell has worked at The Barrons Group, LLC, Poinciana Advisors Group, LLC and Ellrich Neal Smith & Stohlman, P.A. Angell has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Florida and Texas. Poinciana Advisors Group, LLC is a financial advisory business based out of Palm Beach Gardens, FL. It has $184 million in assets under management across its 178 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 178 accounts, 66% belong to high-net-worth clients who have at least $1 million in investable assets. Poinciana Advisors Group, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services offered. Fees charged by Poinciana Advisors Group, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Poinciana Advisors Group, LLC Brokerage Details
$183,803,512
3
178
$1,032,604
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joshua Angell Work History
Joshua has been registered as a financial advisor for 13 years.*
Poinciana Advisors Group, LLC
The Barrons Group, LLC
Ellrich Neal Smith & Stohlman, P.A
Poinciana Advisors Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Angell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Poinciana Advisors Group, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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