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Carol Ann Fernandez

ALOOOLA, LLC·KINGSTON, New Jersey
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4422C ROUTE 27, KINGSTON, NJ 08528CRD# 5948138Firm CRD# 325090
01

About

Carol Ann Fernandez is a registered financial advisor based in KINGSTON, New Jersey, affiliated with ALOOOLA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALOOOLA, LLC
ALOOOLA
AUM
$27M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ALOOOLA, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5948138
Firm CRD# 325090
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carol Ann Fernandez offer?
Carol Ann Fernandez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KINGSTON, New Jersey for a consultation.
What are Carol Ann Fernandez's credentials?
Carol Ann Fernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Ann Fernandez located?
Carol Ann Fernandez is based in KINGSTON, New Jersey, working with ALOOOLA, LLC. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.
How does Carol Ann Fernandez charge for services?
Carol Ann Fernandez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALOOOLA, LLC?
ALOOOLA, LLC has approximately 3 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Vincent William Favaro — GLEN EAGLE ADVISORS, LLCPaul Malecki — PRINCETON ADVISORY GROUP, INC.Ram [nmn] Kolluri — GLOBAL WEALTH MANAGEMENT, LLCBrendan Thomas Byrne — BYRNE ASSET MANAGEMENT, LLCJames Patrick Oboyle — ALOOOLA, LLC
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Research
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