ALEGRIA ASSET MANAGEMENT

Overview

Alegria Asset Management is a small, independent registered investment adviser operating as a corporation with individual ownership. Its core client base is individuals and families. The firm combines fee-based relationships — a percentage of assets under management plus the ability to charge hourly fees — with advisory credentials tied to brokerage and insurance distribution: it serves as a registered representative of a broker‑dealer and operates as an insurance broker. Advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser. Industry affiliations noted in the filing include other investment adviser relationships and pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives