$120.9M Total AUM
$120.9M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 08-10-2018
- Office Locations
- 2
Office Locations
200 E Evergreen AVE Suite 127 Mount Prospect IL
-- Yuma AZ
About ALO Financial Planning
Alo Financial Planning is a retirement-focused RIA serving successful corporate professionals, helping clients design tax-wise, income-smart retirement plans with personalized lifestyle, savings, investment, and withdrawal strategies. The firm works with clients nationwide (many in Chicago suburbs) and offers an upfront $3,000 initial plan plus ongoing wealth management with transparent tiered AUM fees.
Team overview
46 AVG AGE
$60.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Timber frontier Vertex crest Eagle atlas
Custodian
Quantum Ember
Investment Themes
Eagle momentum Optima
Investment Vehicles
Pioneer pioneer Insight bridge
Platform
Horizon
Services
Momentum timber Signal Radial Momentum oak
Technology
Capital fusion
Owner & Executives
JOHN BENJAMIN NOWAK
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5437795
- Ownership
- 75% or more
(854) 872-7894
zenith.summit@unisoncapital.com
in linkedin.com/in/quantum-prime
Showing 1 of 1 owners & executives
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S
Samantha Hord Bordiuk
--
- CRD
- #6912309
(562) 835-5360
crest.optima@ridgecapital.com
in linkedin.com/in/frontier-north
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,915,635 | $403,052 |
| Non-Discretionary | $0 | -- |
| Total | $120,915,635 | $403,052 |
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Separately Managed Accounts
Total SMA Asset: $120,915,635
Public Funds:
7.8% Cash:
24.9% U.S. Government/Agency:
15.7% Equity - Exchange:
30.3% Municipal Bonds:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $33,312,190 | 7.8% |
| Cash | $106,342,760 | 24.9% |
| U.S. Government/Agency | $67,051,459 | 15.7% |
| Equity - Exchange | $129,405,045 | 30.3% |
| Municipal Bonds | $90,967,903 | 21.3% |
| Total | $427,079,357 | 100.0% |