Marc
Angle
Haven Private
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About this Advisor
Marc Angle is a financial advisor operating out of Orlando, Florida with 1 year of relevant experience. Angle is an advisor for Haven Private. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Alphaq Advisors and Fieldpoint Private. Angle maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Haven Private is a financial advisory business based out of Orlando, FL. It oversees $250 million in assets among its 600 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 600 accounts, 43% are associated with high-net-worth clients who have more than $1 million in assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which service is provided. Fees charged by Haven Private can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Haven Private Brokerage Details
$250,000,000
7
600
$416,667
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Marc Angle Work History
Marc has been registered as a financial advisor for 1 years.*
Alphaq Advisors
Fieldpoint Private
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Marc Angle 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 Haven Private
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
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