Alan & Company, LLC

Overview

Alan & Company, LLC is organized as a limited liability company that, per FINTRX records, provides portfolio management services targeted at individuals and small businesses. The firm operates under a percentage-of-assets fee model. FINTRX classifies the firm as "Unclassified" and indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The record also lists a broker‑dealer affiliation. No SEC registration year or owner-type detail is provided in the source data. The combination of a broker‑dealer tie and a straightforward advisory mandate suggests the firm is structured to offer traditional advisory accounts rather than institutional consulting or separate-account management.

Assets & Accounts

Location & Offices