Unclaimed Profile

Susan Ann Michel

ALOOOLA, LLC·KINGSTON, New Jersey

Clean recordALOOOLA, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Ann 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ALOOOLA, LLC

ALOOOLA

AUM

$27M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALOOOLA, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1680859

Firm CRD# 325090

View on FINRA BrokerCheck →

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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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