Alan & Company, LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 341867
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alan & Company, LLC is organized as a limited liability company that offers portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and is registered as a broker-dealer. FINTRX flags it as not actively engaged in ESG investing and not operating as a multi-state adviser or pension consultant. The firm's regulatory classification is listed as unclassified, and it is not identified as a capital allocator or as a related adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Alan Jardeleza
Managing DirectorCRD 3011932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 105 S Narcissus Ave
- Time zone
- ET (UTC-5)
- Office locations
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