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Angela Louise Barbash

Revalue LLC

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About Angela Louise Barbash

Angela Louise Barbash is a registered investment advisor representative with Revalue LLC in Ypsilanti, Michigan. She is a licensed investment advisor in eight states. Angela holds the Series 7, 63 and 66 licenses. She has been in the financial industry since 2004. Angela has prior experience with CULLUM & BURKS SECURITIES, INC., EDWARD JONES and REGIS SECURITIES CORPORATION. Angela works with a diverse client base including individuals, charitable organizations, and high-net-worth individuals. Angela provides financial planning, portfolio management, and investor guidance.

Firm Information

Angela Barbash is currently registered with Revalue LLC. Revalue LLC is an investment advisor with 5 investment advisor representatives. The firm manages $81,353,665 in regulatory assets under management for 325 accounts. Revalue LLC offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

$81.35M

Assets Under Management

28

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investor guidance

Investor guidance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Discovery fee, investor guidance, financial consulting fees

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Angela Barbash’s Registration & Firm History

MI

07/18/2022 - Present

Revalue LLC (YPSILANTI MI)

MI

11/23/2009 - 02/02/2012

ROYAL SECURITIES COMPANY (YPSILANTI MI)

MI

04/28/2009 - 11/19/2009

CULLUM & BURKS SECURITIES, INC. (YPSILANTI MI)

MI

11/18/2004 - 04/17/2009

EDWARD JONES (LIVONIA MI)

OH

02/16/2004 - 12/31/2004

REGIS SECURITIES CORPORATION (WESTERVILLE OH)

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Licenses & Designations

BOTH

Issued 08/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Louise Barbash.
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