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Wendy Ann Angeles

X CUBED CAPITAL MANAGEMENT LLC·MINNEAPOLIS, Minnesota
Clean recordX CUBED CAPITAL MANAGEMENT LLC
3033 EXCELSIOR BLVD, MINNEAPOLIS, MN 55416CRD# 7551942Firm CRD# 313966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Ann Angeles · MINNEAPOLIS, MN
Registration
CRD #7551942 · X CUBED CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wendy Ann Angeles is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with X CUBED CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
X CUBED CAPITAL MANAGEMENT LLC
X CUBED CAPITAL MANAGEMENT LLC
AUM
$160M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at X CUBED CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7551942
Firm CRD# 313966
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Ann Angeles offer?
Wendy Ann Angeles specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Wendy Ann Angeles's credentials?
Wendy Ann Angeles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Ann Angeles located?
Wendy Ann Angeles is based in MINNEAPOLIS, Minnesota, working with X CUBED CAPITAL MANAGEMENT LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Wendy Ann Angeles charge for services?
Wendy Ann Angeles's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is X CUBED CAPITAL MANAGEMENT LLC?
X CUBED CAPITAL MANAGEMENT LLC has approximately 12 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at X CUBED CAPITAL MANAGEMENT LLC

Andrew Jay Redleaf
MINNEAPOLIS, MN

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Research
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