Unclaimed Profile

Josef Carozza Loeffler

ALEGRIA ENERGY, LLC·KANSAS CITY, Missouri

Clean recordALEGRIA ENERGY, LLC

4622 PENNSYLVANIA AVE, KANSAS CITY, MO 64112CRD# 6589206Firm CRD# 281531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Josef Carozza Loeffler · KANSAS CITY, MO

Registration

CRD #6589206 · ALEGRIA ENERGY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Josef Carozza Loeffler is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with ALEGRIA ENERGY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ALEGRIA ENERGY, LLC

AUM

$177M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALEGRIA ENERGY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6589206

Firm CRD# 281531

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Frequently Asked Questions

What services does Josef Carozza Loeffler offer?

Josef Carozza Loeffler specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Josef Carozza Loeffler's credentials?

Josef Carozza Loeffler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Josef Carozza Loeffler located?

Josef Carozza Loeffler is based in KANSAS CITY, Missouri, working with ALEGRIA ENERGY, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Josef Carozza Loeffler charge for services?

Josef Carozza Loeffler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALEGRIA ENERGY, LLC?

ALEGRIA ENERGY, LLC has approximately 4 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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