$7.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
10 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · UBS · Wells Fargo
- Clients
- Retail
- Platforms
- Radial wave
- Established Date
- 10-16-2015
- Office Locations
- 1
Office Locations
3478 Buskirk Avenue Suite 1000 Pleasant Hill CA
About ALE LLC
ALE LLC is a San Francisco Bay Area RIA founded in 2015 by Sammy Sung. The firm manages diversified portfolios across asset classes, including ETFs and fixed income, and works with lending institutions to optimize prudent leverage. ALE coordinates with clients’ tax and estate advisors to support retirement security, legacy planning, and philanthropy—grounded in an Assets/Liabilities/Equity balance-sheet framework.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$870.2K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Catalyst Prime
Client Personas
Capital Prime
Custodian
Momentum Catalyst ember
Investment Themes
North matrix Alpha vital North
Investment Vehicles
Matrix Quantum Horizon
Services
Pathway fusion Element Fusion Vertex signal Optima Bridge insight Insight insight Pioneer Horizon vertex
Technology
Fusion
Owner & Executives
S
SAMMY KUO CHIANG SUNG
Chief Compliance Officer, Managing Member
- CRD
- #2482869
- Ownership
- 75% or more
(291) 957-4728
prime.summit@vertexcapital.com
in linkedin.com/in/delta-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,831,805 | -- |
| Total | $7,831,805 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,831,805
Public Funds:
27.5% Cash:
17.6% Equity - Exchange:
10.6% Corporate - Investment Grade:
24.3% U.S. Government/Agency:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,436,430,653 | 27.5% |
| Cash | $919,315,618 | 17.6% |
| Equity - Exchange | $553,678,725 | 10.6% |
| Corporate - Investment Grade | $1,269,282,359 | 24.3% |
| U.S. Government/Agency | $1,044,676,839 | 20.0% |
| Total | $5,223,384,194 | 100.0% |