ALG Financial
Firm details
- Headquarters
- Hagatna,
- CRD number
- 332002
- Website
- www.algfinancial.co
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM
- Client types
- Individuals73.99%
- HNWI21.71%
- Corporations / Businesses4.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
ALG Financial is a single-owner, independent registered investment adviser operating as a sole proprietorship. The firm serves both individual/family clients and institutional accounts and positions itself as a capital allocator that blends portfolio management and financial planning. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars or workshops. ALG Financial charges fees based on a percentage of assets under management and the firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities12%
- Cash & Cash Equivalents12%
- Other1%
Contacts
1 of 1
Alexandra Leon Guerrero
FounderCRD 5230325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hagatna, null
Location
Hagatna, null
Headquartered in Hagatna, null.
- Address
- 238 Archbishop Flores St.
- Office locations
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