A
$22.5M Total AUM
$22.5M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
2 yrs Firm Age
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- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AtlasTimber zenith +more
- Established Date
- 06-14-2024
- Office Locations
- 1
Office Locations
238 Archbishop Flores St. DNA Building STE 307 Hagatna --
About ALG Financial
ALG Financial is a Guam-based, family-run registered investment adviser serving individuals and businesses with legacy planning (trust and estate), portfolio management, holistic financial guidance, and philanthropic advice for charitable and nonprofit programs. The firm emphasizes proactive, tax-aware portfolio strategies designed to navigate market volatility and life events, and custodians client assets at Charles Schwab.
Team overview
-- AVG AGE
$22.5M AVG AUM / ADVISOR
$173.0K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Capital Unison fusion Zenith summit Bridge oak Beacon peak
Client Personas
Meridian vital
Custodian
Pathway Fusion Element Ridge Unison Capital signal
Investment Themes
Zenith focus Focus meridian Peak
Investment Vehicles
Harbor Focus
Services
Insight Fusion quantum Optima Signal Frontier Alpha Pathway atlas Eagle radial
Technology
Matrix meridian Oak oak Timber
Owner & Executives
A
Alexandra Renee Leon Guerrero
Chief Executive Officer, President
- CRD
- #5230325
- Ownership
- 75% or more
(976) 396-9203
pathway.momentum@matrixcapital.com
in linkedin.com/in/element-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,487,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,487,651 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,487,651
Public Funds:
15.4% Cash:
31.9% Equity - Exchange:
22.5% Other:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,216,904,772 | 15.4% |
| Cash | $2,520,731,312 | 31.9% |
| Equity - Exchange | $1,777,945,283 | 22.5% |
| Other | $2,386,397,669 | 30.2% |
| Total | $7,901,979,036 | 100.0% |