ANGEL OAK FINANCIAL SERVICES LLC

ANGEL OAK FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 175497). Regulatory assets under management: $30.3M.

Registration

• CRD: 175497
• Type: Registered investment adviser
• Phone: 914-772-2050
• Latest filing: 2026-03-28
• Regulatory AUM: $30.3M
• Discretionary AUM: $30.3M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175497 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search