Unclaimed Profile

Susan Ann Michel

ALOOOLA, LLC·KINGSTON, New Jersey

SIE, Series 7, Series 24, Series 63, Series 66Clean record15 years registeredALOOOLA, LLC

4422C ROUTE 27, KINGSTON, NJ 08528CRD# 1680859Firm CRD# 325090

Profile Verification

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

Identity

Susan Ann Michel · KINGSTON, NJ

Registration

CRD #1680859 · ALOOOLA, LLC · 15 years registered

Brand Profile

Not yet started

Career History

GLEN EAGLE ADVISORS, LLC

Mar 2016 – present

GLEN EAGLE ADVISORS, LLC

Jan 2011 – Mar 2016

HAMILTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 7, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALOOOLA, LLC

CRD 325090 · SEC 801-129551

AUM

$27M

Regulatory assets under management

Employees

538 client accounts

Services offered by ALOOOLA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALOOOLA, LLC →

Introduction

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Frequently Asked Questions

What services does Susan Ann Michel offer?

Susan Ann Michel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KINGSTON, New Jersey for a consultation.

What are Susan Ann Michel's credentials?

Susan Ann Michel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Ann Michel located?

Susan Ann 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 Susan Ann Michel charge for services?

Susan Ann 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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