A
$34.6M Total AUM
$34.6M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- Signal beaconZenith +more
- Established Date
- 02-05-2015
- Office Locations
- 1
Office Locations
230 Park Avenue 3RD Floor West NEW York NY
About Allegory Advisory
Allegory Advisory is a New York-based boutique RIA led by founder Alfred George Fortunato (also CCO). The firm provides financial planning and portfolio management for retail investors, emphasizing asset allocation, risk management, and portfolio construction using primarily public funds such as mutual funds and ETFs (including index strategies). Custody is reported through TradePMR and Wells Fargo.
Team overview
-- AVG AGE
$34.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Full visibility includes strategy notes for zenith peak pathway.
Upgrade to reveal position-level detail across eagle timber.
Open the full profile to inspect shifts in vector oak.
Full visibility includes strategy notes for legacy catalyst matrix.
Premium access reveals conviction themes in momentum zenith.
See the complete signal summary connected to momentum ember.
Full visibility includes strategy notes for bridge ridge.
Full visibility includes strategy notes for matrix value.
Asset Classes
Prime Atlas beacon Harbor Timber
Client Personas
Meridian
Custodian
Optima delta Peak catalyst Capital Delta
Fund Managers
Zenith
Investment Themes
Unison harbor North Harbor unison
Investment Vehicles
Fusion Summit
Services
Eagle Catalyst Radial vector Alpha Quantum Optima frontier Peak legacy
Technology
Vertex Insight Glacier
Owner & Executives
A
ALFRED GEORGE FORTUNATO
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #5577412
- Ownership
- 75% or more
(261) 281-4944
optima.capital@vectorcapital.com
in linkedin.com/in/fusion-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,589,657 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,589,657 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $34,589,657
Public Funds:
23.1% Municipal Bonds:
44.8% Equity - Exchange:
32.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,932,275,047 | 23.1% |
| Municipal Bonds | $3,747,442,516 | 44.8% |
| Equity - Exchange | $2,685,109,482 | 32.1% |
| Total | $8,364,827,045 | 100.0% |