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Juan Roberto Deangulo

ELION PARTNERS, LLC·AVENTURA, Florida
Clean record14 years registeredELION PARTNERS, LLC
2875 NE 191ST STREET, AVENTURA, FL 33180CRD# 6052493Firm CRD# 170483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Juan Roberto Deangulo · AVENTURA, FL
Registration
CRD #6052493 · ELION PARTNERS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

TRANSWESTERN INVESTMENTS
May 2012 – present
02

Registrations & Exams

Registration record
First registered · May 23, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELION PARTNERS, LLC
CRD 170483 · SEC 801-110933
AUM
$1.3B
Regulatory assets under management
Employees
46
28 client accounts
Services offered by ELION PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ELION PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Juan Roberto Deangulo offer?
Juan Roberto Deangulo specializes in Retirement Planning. Contact their office in AVENTURA, Florida for a consultation.
What are Juan Roberto Deangulo's credentials?
Juan Roberto Deangulo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Roberto Deangulo located?
Juan Roberto Deangulo is based in AVENTURA, Florida, working with ELION PARTNERS, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Juan Roberto Deangulo charge for services?
Juan Roberto Deangulo's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: property management, construction management, development manage. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELION PARTNERS, LLC?
ELION PARTNERS, LLC has approximately 46 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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