ALEGRIA ASSET MANAGEMENT

ALEGRIA ASSET MANAGEMENT of YAKIMA, WA is an SEC-registered investment adviser (CRD 117125). Regulatory assets under management: $39.2M.

Registration

• CRD: 117125
• Type: Registered investment adviser
• Location: 1440 N. 16TH AVE., YAKIMA, WA, 98902
• Phone: 509-248-7930
• Latest filing: 2026-04-16
• Regulatory AUM: $39.2M
• Discretionary AUM: $4.8M
• Non-discretionary AUM: $34.4M
• Clients: 3
• Accounts: 53

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117125 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search