Allegory Advisory

Overview

Allegory Advisory is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a client base made up primarily of individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing for certain services. Allegory Advisory is not structured as a multi-state adviser, does not identify as a capital allocator, and is not described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives