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ALLEGORY ADVISORY
ALLEGORY ADVISORY LLC
CRD 173871
250 PARK AVENUE, 7TH FLOOR, NEW YORK, NY, 10177-0799, United States
Phone
(212) 572-4804
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.6M
Discretionary AUM
$34.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.0M |
| High net worth individuals | 12 | $30.6M |
All web addresses on file
Official SEC filing: View on IAPD