Al Locy Financial Services
Al Locy Financial Services (CRD# 135869) is a financial advisory firm headquartered in Lodi, CA. They manage $15,974,521 in 204 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts204ACCOUNTS
Average Account Value$78,306
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses