Alegria Asset Management

Overview

Alegria Asset Management is an independent, privately owned advisory firm organized as a corporation and registered in Washington. The firm’s client focus is individuals and families, and its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to its advisory work, the firm operates as a registered representative of a broker‑dealer and as an insurance broker. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor, is not a multi‑state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices