Henry
Angelucci
Portfolio Medics, LLC
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About this Advisor
Henry Angelucci is a financial advisor working out of Hamilton, New Jersey with 2 years of industry experience. Angelucci works at Portfolio Medics, LLC. Throughout their career, they have worked at Knights Of Columbus, Thrivent Investment Management Inc, Thrivent Financial, Knights Of Columbus Insurance, Knights Of Columbus Asset Adviors LLC, Portfolio Medics and Equis Financial. Angelucci has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Portfolio Medics, LLC is a financial advisory business operating out of Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 financial advisors. It manages $383 million in assets among its 2,167 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 2,167 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Portfolio Medics, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules depend on which services are offered. However, fees billed by Portfolio Medics, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$383,038,089
75
2,167
$176,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Henry Angelucci Work History
Henry has been registered as a financial advisor for 2 years.*
Portfolio Medics
Equis Financial
Knights Of Columbus Asset Adviors LLC
Knights Of Columbus Insurance
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Knights Of Columbus
*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 Henry Angelucci 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 Portfolio Medics, LLC
Bonita Springs, FL
White Pine, TN
Reno, NV
Hopkins, MN
Port Charlotte, FL
Lakewood, CO
Sacramento, CA
Claremont, 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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