The Algeo Group, LLC

The Algeo Group, LLC (CRD# 165572) is a financial advisory firm headquartered in , . They manage $11,744,052 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $11,744,052
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Algeo Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert W. Algeo
CRD#: 2957
Carlsbad, CA
89
Wealthminder
score

Robert Algeo (CRD# 2957) is an Investment Advisor Representative working at The Algeo Group, LLC in Carlsbad, CA and has over 3 years of experience in the finance industry.

2
Jesse R. Steinberg
CRD#: 6120794
Carlsbad, CA
89
Wealthminder
score

Jesse Steinberg (CRD# 6120794) is an Investment Advisor Representative working at The Algeo Group, LLC in Carlsbad, CA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.