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AL LOCY FINANCIAL SERVICES LLC
CRD 135869
1300 W LODI AVE, SUITE A-10, LODI, CA, 95242, United States
Phone
209-334-3999
Fax
209-320-3565
Registration
— (—)
Source
State registered
Total AUM
$21.5M
Discretionary AUM
$21.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-02-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $15.8M |
| High net worth individuals | 4 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD