CA
PFS
CA
PFS

Carl M Alongi

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
429 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$880.9M

Fee Structure

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Location

8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carl is a board member of CPA Mutual Insurance Holding Co., currently in liquidation, since 2000. He is also a member of the advisory board for Titan Real Estate Development Fund I, II, and III, attending semi-annual meetings.

Employment History
Current Registrations
Redw Wealth LLC
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
CPA Wealth Advisors LLC
June 2004 - December 2009 · 5 yrs 6 mos
1st Global Advisors INC
March 2003 - January 2005 · 1 yr 10 mos
State Registrations2 states
AZNM
Advisor
Exams
No exam information available for this advisor.
Carl M Alongi - Financial Advisor | TrueAdvisor