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AL LOCY FINANCIAL SERVICES LLC

Advisory

LODI, CA

Data as of Feb 14, 2024 · Source: SEC Form ADV

Rank in CA
#4,229
of 5,480 advisers by AUM
Average account
$100K
across 215 accounts
AUM per adviser
$21M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 14, 2024.

Total AUM
$21M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients110
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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-18.0% 1Y

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