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Angelo Planning Group, LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

Angelo Planning Group, LLC has about 14 employees, all of them in North America. Banking and Community & Social Services make up over half of the profiles with a known department. Angelo Planning Group, LLC's workforce fell 7% between January 2026 and November 2026.

Find Angelo Planning Group, LLC employees' phone numbers or email addresses

Angelo Planning Group, LLC Global Highlights

Location
Employees

North America
25

Minus sign iconPlus sign icon
  • United States Of America
    25

Angelo Planning Group, LLC's Leadership

  • Senior Partner at Angelo Planning Group, LLC
    S. C.
    Senior Partner
    Mobile Phone
  • Partner at Angelo Planning Group, LLC
    W. M.
    Partner
    Mobile Phone
  • Client Service Manager at Angelo Planning Group, LLC
    D. C.
    Client Service Manager
    Mobile Phone
  • Office Manager & Receptionist at Angelo Planning Group, LLC
    L. C.
    Office Manager & Receptionist
    Mobile Phone
  • Accomplished Financial Advisor at Angelo Planning Group, LLC
    C. G.
    Accomplished Financial Advisor
    Mobile Phone
  • Executive Assistant at Angelo Planning Group, LLC
    M. C.
    Executive Assistant
    Mobile Phone

Angelo Planning Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Banking is the largest department at 92% of profiles with a known department, unchanged since January 2026, followed by Community & Social Services (8%, unchanged).

Contact profiles from Angelo Planning Group, LLC

Name
Title
Contact
Location
Last Update
  • Senior Partner at Angelo Planning Group, LLC
    S. C.
    Senior Partner
    Mobile Phone
    Oct 17, 2024
  • Partner at Angelo Planning Group, LLC
    W. M.
    Partner
    Mobile Phone
    Jul 04, 2025
  • Client Service Manager at Angelo Planning Group, LLC
    D. C.
    Client Service Manager
    Mobile Phone
    Oct 22, 2024
  • Office Manager & Receptionist at Angelo Planning Group, LLC
    L. C.
    Office Manager & Receptionist
    Mobile Phone
    Oct 21, 2024
  • Accomplished Financial Advisor at Angelo Planning Group, LLC
    C. G.
    Accomplished Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Executive Assistant at Angelo Planning Group, LLC
    M. C.
    Executive Assistant
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What are the largest departments at Angelo Planning Group, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 92% of profiles with a known department, unchanged since January 2026, followed by Community & Social Services (8%, unchanged).

How has Angelo Planning Group, LLC's workforce changed over the past year?

Minus sign iconPlus sign iconAngelo Planning Group, LLC's workforce fell 7% between January 2026 and November 2026. Banking has stayed at 92% of profiles with a known department.

How many employees does Angelo Planning Group, LLC have currently?

Minus sign iconPlus sign iconAngelo Planning Group, LLC has approximately 14 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Angelo Planning Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Angelo Planning Group, LLC's key employees include:

  • Senior Partner: S. C.
  • Partner: W. M.
  • Client Service Manager: D. C.
  • Office Manager & Receptionist: L. C.
  • Accomplished Financial Advisor: C. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Angelo Planning Group, LLC's most common email format?

Minus sign iconPlus sign iconAngelo Planning Group, LLC employees' email format typically follows the pattern of FLast@angeloplanninggroup.com. Trying to find reliable and up-to-date employee contact data? Find more Angelo Planning Group, LLC email formats with LeadIQ.

What is Angelo Planning Group, LLC known for?

Minus sign iconPlus sign iconAngelo Planning Group, LLC operates in the Financial Services industry. You can contact Angelo Planning Group, LLC's main corporate office by phone at
+1-585-568-****
. Explore Angelo Planning Group, LLC's company overview page for more information.

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