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Josef Carozza Loeffler

ALEGRIA ENERGY, LLC·KANSAS CITY, Missouri
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4622 PENNSYLVANIA AVE, KANSAS CITY, MO 64112CRD# 6589206Firm CRD# 281531
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALEGRIA ENERGY, LLC
ALEGRIA ENERGY, LLC
AUM
$177M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALEGRIA ENERGY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6589206
Firm CRD# 281531
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at ALEGRIA ENERGY, LLC

Paul King Morris
KANSAS CITY, MO
Lawrence Russell Smith
KANSAS CITY, MO
Adam Dean Herrman
KANSAS CITY, MO
Devon A Rolf
KANSAS CITY, MO
Robert Kent Green
KANSAS CITY, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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