Allie Family Office LLC

Overview

Allie Family Office LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2020. The firm is owner-operated and positions itself as a capital allocator, advising both individual/family clients and institutional accounts. Its advisory mandate focuses on discretionary and non‑discretionary portfolio management for individuals, small businesses and other businesses or institutions. Compensation is a mix of AUM‑based fees and fixed fees. Regulatory and operational flags in the profile indicate the firm does not self-identify as an active ESG investor, is not a multi‑state adviser, and does not serve as a pension consultant or related adviser to another registered entity.

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Location & Offices