IACANGELO FINANCIAL GROUP, LLC

IACANGELO FINANCIAL GROUP, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 166784). Regulatory assets under management: $25.8M.

Registration

• CRD: 166784
• Type: Registered investment adviser
• Location: 170 COMMERCE WAY, PORTSMOUTH, NH, 03801
• Phone: 732-383-8983
• Latest filing: 2026-02-20
• Regulatory AUM: $25.8M
• Discretionary AUM: $25.8M
• Clients: 1
• Accounts: 130

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166784 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search