Alegria Asset Management
Alegria Asset Management (CRD# 117125) is a financial advisory firm headquartered in Yakima, WA. They manage $36,027,844 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Alegria Asset Management
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts59ACCOUNTS
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Average Account Value$610,641
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Alegria Asset Management
No Advisor Found.
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