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Robert Brian Michel

ALOOOLA, LLC·KINGSTON, New Jersey
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4422C ROUTE 27, KINGSTON, NJ 08528CRD# 333650Firm CRD# 325090
01

About

Robert Brian Michel 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# 333650
Firm CRD# 325090
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Brian Michel offer?
Robert Brian Michel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KINGSTON, New Jersey for a consultation.
What are Robert Brian Michel's credentials?
Robert Brian Michel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Brian Michel located?
Robert Brian Michel is based in KINGSTON, New Jersey, working with ALOOOLA, LLC. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.
How does Robert Brian Michel charge for services?
Robert Brian Michel'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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Carol Ann Fernandez — ALOOOLA, LLCVincent William Favaro — GLEN EAGLE ADVISORS, LLCPaul Malecki — PRINCETON ADVISORY GROUP, INC.Ram [nmn] Kolluri — GLOBAL WEALTH MANAGEMENT, LLCJames Patrick Oboyle — ALOOOLA, LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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