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Jefferson Vincent Deangelis

NORTHWEST PASSAGE CAPITAL ADVISORS LLC·MILWAUKEE, Wisconsin
Clean recordNORTHWEST PASSAGE CAPITAL ADVISORS LLC
172 N BROADWAY, MILWAUKEE, WI 53202CRD# 1241530Firm CRD# 281466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jefferson Vincent Deangelis · MILWAUKEE, WI
Registration
CRD #1241530 · NORTHWEST PASSAGE CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jefferson Vincent Deangelis is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NORTHWEST PASSAGE CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
NORTHWEST PASSAGE CAPITAL ADVISORS LLC
NORTHWEST PASSAGE CAPITAL ADVISORS LLC
AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at NORTHWEST PASSAGE CAPITAL ADVISORS LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1241530
Firm CRD# 281466
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jefferson Vincent Deangelis offer?
Jefferson Vincent Deangelis specializes in Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Jefferson Vincent Deangelis's credentials?
Jefferson Vincent Deangelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jefferson Vincent Deangelis located?
Jefferson Vincent Deangelis is based in MILWAUKEE, Wisconsin, working with NORTHWEST PASSAGE CAPITAL ADVISORS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Jefferson Vincent Deangelis charge for services?
Jefferson Vincent Deangelis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST PASSAGE CAPITAL ADVISORS LLC?
NORTHWEST PASSAGE CAPITAL ADVISORS LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHWEST PASSAGE CAPITAL ADVISORS LLC

Shannon Allen
MILWAUKEE, WI
Julie Kay Behling
MILWAUKEE, WI
Michael Patrick Mcguire
MILWAUKEE, WI
Patrick Thomas Kennedy
MILWAUKEE, WI
William Callaway Slaughter
MILWAUKEE, WI

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Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)STEVENS POINT (17)
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Research
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