Michael Jr. John Angus
Professional Summary
Michael Jr. John Angus, who also goes by Michael John Angus, is a registered financial advisor currently at ELEVATION CAPITAL ADVISORY located in Bend, Oregon. Michael Jr. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael Jr. has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael John Angus
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVATION CAPITAL ADVISORY | MENDELL, PETER C | ELEVATION CAPITAL ADVISORY, LLC
Contact Information
Main Address
775 Sw Bonnett Way Suite 220, Bend, OR 97702Phone Number
(541) 728-0321# of Employees
8SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,471AUM (Assets Under Management)
$252,899,443Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ELEVATION CAPITAL ADVISORY | MENDELL, PETER C | ELEVATION CAPITAL ADVISORY, LLC
State Registrations and Notice Filings
(8/20/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Jr. John Angus's CRS (Customer Relationship Summary).
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