Unclaimed Profile

Angus Whiteley

STAFFORD CAPITAL PARTNERS INC.·AUSTIN, Texas

Clean recordSTAFFORD CAPITAL PARTNERS INC.

1717 WEST 6TH STREET, SUITE 234, AUSTIN, TX 78703CRD# 6749057Firm CRD# 171419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angus Whiteley · AUSTIN, TX

Registration

CRD #6749057 · STAFFORD CAPITAL PARTNERS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Angus Whiteley is a registered financial advisor based in AUSTIN, Texas, affiliated with STAFFORD CAPITAL PARTNERS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STAFFORD CAPITAL PARTNERS INC.

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STAFFORD CAPITAL PARTNERS INC. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6749057

Firm CRD# 171419

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Frequently Asked Questions

What services does Angus Whiteley offer?

Angus Whiteley specializes in Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Angus Whiteley's credentials?

Angus Whiteley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angus Whiteley located?

Angus Whiteley is based in AUSTIN, Texas, working with STAFFORD CAPITAL PARTNERS INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Angus Whiteley charge for services?

Angus Whiteley'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 STAFFORD CAPITAL PARTNERS INC.?

STAFFORD CAPITAL PARTNERS INC. has approximately 15 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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