ALG Financial

Overview

ALG Financial is a small, independent registered investment adviser operating as a sole proprietorship under individual ownership. The firm bills fees as a percentage of assets under management and serves both individual/family clients and institutional or business accounts. Its advisory scope—per filings—includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers (subadvisor relationships), and delivery of educational seminars or workshops. The firm is identified as a capital allocator, but it does not position itself as an ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices