ALE LLC

Overview

ALE LLC operates as a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm combines advisory services with real estate brokerage and insurance brokerage capabilities, which shapes how it sources and structures alternative investments. Investment activity is concentrated and largely non‑discretionary: the firm manages a compact client roster and typically implements client-directed allocations using mutual funds for core public market exposure while selectively placing capital into real estate opportunities. ALE LLC charges clients through a combination of asset‑based fees, hourly charges, and fixed fees. The adviser does not position itself as an ESG investor and is not registered as a multi‑state adviser. Given the firm’s small scale, advisory work appears focused on customized planning and tailored portfolio construction rather than large institutional model implementations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices