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ALG FINANCIAL
LEON GUERRERO, ALEXANDRA
CRD 332002
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$22.5M
Discretionary AUM
$22.5M
Team
1 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $16.6M |
| High net worth individuals | 6 | $4.9M |
| Corporations/business entities | 2 | $966K |
All web addresses on file
Official SEC filing: View on IAPD