A
CRD: 122172
A & L Financial Services, LLC
Rochester, MI
2484203089
$53.7M Total AUM
$53.7M Disc. AUM
-- 3Y CAGR
3 Employees
72 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-2010
- Office Locations
- 1
Office Locations
-- Rochester MI
About A & L Financial Services, LLC
A & L Financial Services, LLC is a Rochester-based RIA. The firm has been operating for 16 years. Managing $53.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.9M AVG AUM / ADVISOR
$746.3K AVG AUM / CLIENT
7.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Vector Vector
Client Personas
Foundation
Investment Themes
Prime Oak oak
Investment Vehicles
Harbor
Services
Momentum Frontier Capital oak Signal alpha Unison foundation Signal delta
Owner & Executives
A
ALAN AIDEM
Finance Analyst, Owner
- CRD
- #4683397
- Ownership
- 25% but less than 50%
(908) 825-9241
signal.glacier@frontiercapital.com
in linkedin.com/in/catalyst-peak
M
MICHAEL CONRAD AIDEM
Investment Advisor Representative, Owner
- CRD
- #7369665
- Ownership
- 25% but less than 50%
(560) 568-6275
timber.glacier@summitcapital.com
in linkedin.com/in/crest-ember
P
Peak unison
Vertex frontier value
- CRD
- #88953
- Ownership
- 21.1%
(837) 763-6559
glacier.frontier@northcapital.com
in linkedin.com/in/peak-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,730,710 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,730,710 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,730,710
Equity - Exchange:
19.8% Derivatives:
25.3% Cash:
11.6% Public Funds:
19.9% Corporate - Investment Grade:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $97,152,687 | 19.8% |
| Derivatives | $124,139,544 | 25.3% |
| Cash | $56,917,736 | 11.6% |
| Public Funds | $97,643,357 | 19.9% |
| Corporate - Investment Grade | $114,816,811 | 23.4% |
| Total | $490,670,135 | 100.0% |