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ALEGRIA ENERGY, LLC
ALEGRIA ENERGY, LLC
KANSAS CITY, Missouri
·
6 registered advisors
·
CRD# 281531
SEC# 801-106712
2
913-904-5500
01
Firm Overview
AUM
$177M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at ALEGRIA ENERGY, LLC
6 registered advisors
Adam Dean Herrman
KANSAS CITY, Missouri
CRD# 6589203
Devon A Rolf
KANSAS CITY, Missouri
CRD# 7530395
Josef Carozza Loeffler
KANSAS CITY, Missouri
CRD# 6589206
Lawrence Russell Smith
KANSAS CITY, Missouri
CRD# 4589109
Paul King Morris
KANSAS CITY, Missouri
CRD# 1340049
Robert Kent Green
KANSAS CITY, Missouri
CRD# 6182512
05
Office Locations
KANSAS CITY, Missouri
6 advisors
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Data sourced from SEC Form ADV filings. ALEGRIA ENERGY, LLC (CRD# 281531) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.