ALO FINANCIAL PLANNING
Firm details
- Headquarters
- MOUNT PROSPECT, Illinois
- CRD number
- 297002
- Website
- alo.financial
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.31%
- Individuals10.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
ALO Financial Planning is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients and functions as a capital allocator, selecting third‑party managers alongside its own advice. Its fee model includes both a percentage of assets under management and fixed fees. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds83%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- Exchange Traded Equities3%
- State & Local Bonds1%
Contacts
2 of 2JOHN NOWAK
Founder & Financial PlannerCRD 5437795
Samantha Bordiuk
ParaplannerCRD 6912309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT PROSPECT, IL
COOK
Location
MOUNT PROSPECT, IL
Headquartered in MOUNT PROSPECT, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 E Evergreen Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
DALY INVESTMENT MANAGEMENT, LLC
RIAMOUNT PROSPECT, IL
STRATFORD INVESTMENT ADVISORY GROUP, INC.
RIAMOUNT PROSPECT, IL
FORESIGHT WEALTH ADVISORS
RIASKOKIE, IL
ADVANCED PLANNING ADVISORS GROUP INC.
RIANAPERVILLE, IL
PATHFINDER ADVISORY, INC.
RIAROCKFORD, IL
REGAL ADVISORY SERVICES, INC.
RIAGLENVIEW, IL