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The Angelo Planning Group, LLC (Rochester)


The Angelo Planning Group, LLC is a large advisory firm based in Rochester. It manages $133.29 million of regulatory assets for 739 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Arizona, California, and 23 other states.

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The Angelo Planning Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Angelo Planning Group: assets under management

The assets under management (AUM) of The Angelo Planning Group, LLC is $133.29 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $133.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Angelo Planning Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rochester

The principal office where The Angelo Planning Group, LLC performs its advisory services is located at 2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 1462, which is also the mailing address of the firm. An additional office of the firm is in Honeoye, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-568-6900 or by fax 585-362-8040. The normal business hours are 7:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.angeloplanninggroup.com.


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