Alooola - Investment Advisers

About Alooola

Alooola, LLC is an investment adviser headquartered in Kingston, New Jersey. It is one of the investment advisers in New Jersey and reports regulatory assets under management of $51.23 million and four employees. It is also part of the broader group of US investment advisers. The firm focuses on wealth management for physicians and medical practices. Its services include investment management, retirement planning, estate and legacy planning, debt strategy such as Public Service Loan Forgiveness and refinancing, disability and life insurance review, and retirement plans for practices. A digital platform for investing and financial planning launched in 2022 as a mobile app. The advice is supported by physician research and analysis that Altair, a related brand, develops in-house. Alooola grew out of Glen Eagle, which Susan Michel founded in 2002. The founders also own 100% of Glen Eagle Advisors. Glen Eagle introduced the Alooola brand in 2017 to bring financial advice and technology to a new generation of professionals. The leadership team includes Rob Michel, Carol Ann Fernandez, Pat O'Boyle, and Ryan Ostrom, with experience in investing, operations, compliance, and financial technology.

Key Facts

Assets Under Management

$51.23M

Employees

4

SEC File Number

801-129551