D'ARCANGELO FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- POUGHKEEPSIE, New York
- CRD number
- 117833
- Website
- www.dfanys.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
D'Arcangelo Financial Advisors, LLC is organized as a limited liability company that provides advisory services to individuals and small businesses. The firm’s service mix centers on financial planning and portfolio management, and it also offers pension consulting services alongside client education through published materials and workshops. Fee arrangements include asset-based fees, hourly billing, and fixed-price engagements. The firm does not present itself as an active ESG investor. Its corporate ownership is recorded as a domestic entity and individual ownership structure, and it remains categorized without a specific industry classification in the available record.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5MICHAEL BETROS
PrincipalCRD 3154263
Laura Betros
Associate Investment AdvisorCRD 7263306
THOMAS BETROS
Wealth AdvisorCRD 6740530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
POUGHKEEPSIE, NY
DUTCHESS
Location
POUGHKEEPSIE, NY
Headquartered in POUGHKEEPSIE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- DUTCHESS
- Address
- 510 Haight Ave
- Time zone
- ET (UTC-5)
- Office locations
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