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Angell Financial (Colorado Springs)


Angell Financial is a large advisory firm based in Colorado Springs. It manages $86 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.




Angell Financial provides portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Angell Financial: assets under management

The assets under management (AUM) of Angell Financial is $86 million. The firm's AUM has grown by 1111% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts and $85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $42.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Angell Financial for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Colorado Springs

The principal office where Angell Financial performs its advisory services is located at 8174 Regiment Court, Colorado Springs, CO 80920, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 719-633-6688 or by fax 719-633-5982. The normal business hours are 8:00 a.m - 3:00p.m. on Monday - Friday.


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