CRD: 155541
Allos Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2011
- Office Locations
- 4
Office Locations
About Allos Investment Advisors, LLC
Allos Investment Advisors is a fee-only fiduciary RIA providing flexible financial planning (including its Allos+ subscription) and ongoing investment management with no investment minimums. The firm supports individuals through life transitions—retirement, college planning, and other major money decisions—building portfolios aligned to clients’ values, timelines, and goals. Serves clients nationwide; custody includes Charles Schwab.
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Owner & Executives
JOHN CHRISTOPHER FALES
Advisor, Chief Compliance Officer, DIRECTOR OF FINANCIAL PLANNING, PRINCIPAL
- CRD
- #6056370
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RYAN WAYNE BROOKE
Chief Investment Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6422010
BRENDA MARIE CARRICO
Senior Financial Planning Associate
- CRD
- #5415922
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,608,831 | $93,412 |
| Non-Discretionary | $0 | -- |
| Total | $73,608,831 | $93,412 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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