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Angela Park Sheldon

TORTUGA WEALTH MANAGEMENT, INC.·TORRANCE, California
Unclaimed Profile
1957 CARSON STREET, TORRANCE, CA 90501CRD# 2905596Firm CRD# 153737
01

About

Angela Park Sheldon is a registered financial advisor based in TORRANCE, California, affiliated with TORTUGA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TORTUGA WEALTH MANAGEMENT, INC.
TORTUGA WEALTH MANAGEMENT
AUM
$137M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TORTUGA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2905596
Firm CRD# 153737
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angela Park Sheldon offer?
Angela Park Sheldon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.
What are Angela Park Sheldon's credentials?
Angela Park Sheldon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Park Sheldon located?
Angela Park Sheldon is based in TORRANCE, California, working with TORTUGA WEALTH MANAGEMENT, INC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does Angela Park Sheldon charge for services?
Angela Park Sheldon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TORTUGA WEALTH MANAGEMENT, INC.?
TORTUGA WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TORRANCE
Derek Hallock Holman — EP WEALTH ADVISORS, LLC.Brian Edward Parker — EP WEALTH ADVISORS, LLC.Patrick Gabriel Goshtigian — EP WEALTH ADVISORS, LLC.Michael Anthony Sanchez — BANYAN TREE ASSET MANAGEMENT, LLCJohn Patrick Ertman — EP WEALTH ADVISORS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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