Advisor at Atrium Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atrium Financial Advisors LLC
Location
Tarpon Springs, FL
Credentials
Series 66
Industry experience
24 years
Angelo Angelou is the managing member of Atrium Financial Advisors LLC in Tarpon Springs, FL, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including BluBuzzard Advisors, LLC and Albert Douglas, LLC. He serves as a board member for the Tarpon Springs Florida Municipal Firefighters Trust Fund, overseeing pension investment and administrative activities. Atrium Financial Advisors provides tailored investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s approach emphasizes fundamental analysis, long-term positions, integrated risk management, and selective use of covered options for hedging.
Up to 2.00% annually, negotiated per client
Tarpon Springs, FL
Florida
BluBuzzard Advisors, LLC
2020 - 2023 (3 years)
Albert Douglas, LLC
2018 - 2022 (4 years)
Atrium Financial Advisors LLC
2017 - Present (9 years)
Calton & Associates, Inc.
2003 - 2017 (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
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S.mart Advising Inc
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