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ALOOOLA

ALOOOLA, LLC

CRD 325090 · SEC 801-129551

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4422C ROUTE 27, KINGSTON, NJ, 08528, United States

Phone

484.275.5525

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$51.2M

Discretionary AUM

$51.2M

Team

4 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals436$16.2M
Corporations/business entities21$35.0M

States served

VT, CA, CO, DE, DC, GA, IL, ME, MD, MA, MI, NJ, NY, OH, PA, RI, SC, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD