Ales29 Advisors, Inc

Overview

Ales29 Advisors, Inc. is an owner-operated advisory practice that provides discretionary portfolio management for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and focuses on liquid public-market exposures delivered through separately managed accounts and pooled vehicles such as mutual funds and ETFs. It does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Client base is concentrated and high-net-worth, which suggests a service model oriented toward tailored portfolio construction and ongoing discretionary management rather than broad institutional distribution.

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Public Holdings

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Location & Offices