Alan & Company, LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 341867
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alan & Company, LLC is organized as a limited liability company that offers portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and is registered as a broker-dealer. FINTRX flags it as not actively engaged in ESG investing and not operating as a multi-state adviser or pension consultant. The firm's regulatory classification is listed as unclassified, and it is not identified as a capital allocator or as a related adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Alan Jardeleza
Managing DirectorCRD 3011932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 105 S Narcissus Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Plan Ahead Advisors
RIAWest Palm Beach, FL
Gordon Asset Management LLC
RIAWest Palm Beach, FL
Rivernorth Capital Management, LLC
RIAWest Palm Beach, FL
Krusen Capital Management, LLC
RIAWest Palm Beach, FL
Anchor Wealth Management Group LLC
RIAWest Palm Beach, FL
Paulson Wealth Management Inc.
RIAWest Palm Beach, FL