Aloft Financial

Overview

Aloft Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses, and also operates insurance brokerage and accounting activities alongside its advisory practice. Its fee arrangements include a percentage of assets under management and hourly billing. The firm identifies as an active ESG investor, indicating environmental, social, and governance factors are considered in its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices