Marc
Angle
Haven Private
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About this Advisor
Marc Angle is a financial advisor based in Orlando, Florida, working with Haven Private. Marc has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Alphaq Advisors, Fieldpoint Private, Elevate Iv, LLC, Topper Hill, LLC D/B/A Topper Hill Group, Enclave Risk Management, LLC, and Haven Private, LLC. Marc has passed the Series 66 regulatory exam and is registered to provide services in Florida, Louisiana, and Texas. Currently, Marc is part of Haven Private, which operates out of Orlando, Florida. The firm has 2 offices and 7 employees. The firm manages assets totaling $332.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Haven Private includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Haven Private Brokerage Details
$332,488,972
7
294
$1,130,915
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
Topper Hill, LLC D/B/A Topper Hill Group
Enclave Risk Management, LLC
Haven Private, LLC
Alphaq Advisors
Elevate Iv, LLC
Fieldpoint Private
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
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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