A & L Personal Business Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334626
- Registered since
- June 17, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
A & L Personal Business Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals, small businesses, and institutions. The firm also operates as a registered representative of a broker‑dealer, and it does not self-identify as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities33%
- Investment Grade Corp Bonds28%
- US Government Bonds23%
- State & Local Bonds12%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Donald Hansen
President, Chief Executive OfficerCRD 3207894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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