Allegory Advisory

Allegory Advisory (CRD# 173871) is a financial advisory firm headquartered in , . They manage $25,964,339 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/al-fortunato-962691
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $590,099
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Allegory Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Alfred Fortunato, financial advisor New York NY
Alfred G. Fortunato
CRD#: 5577412
New York, NY

Alfred Fortunato (CRD# 5577412) is an Investment Advisor Representative working at Allegory Advisory in New York, NY and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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