D'ARCANGELO FINANCIAL ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
5

Firm details

Headquarters
POUGHKEEPSIE, New York
CRD number
117833
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • MICHAEL BETROS

    PrincipalCRD 3154263

  • Laura Betros

    Associate Investment AdvisorCRD 7263306

  • THOMAS BETROS

    Wealth AdvisorCRD 6740530

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth