# AL LOCY FINANCIAL SERVICES LLC

AL LOCY FINANCIAL SERVICES LLC of LODI, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135869
- Type: SEC-registered investment adviser
- Location: 1300 W LODI AVE, LODI, CA, 95242
- Phone: 209-334-3999
- Latest filing: 2024-02-14
- Regulatory AUM: $21.5M
- Discretionary AUM: $21.5M
- Clients: 1
- Accounts: 215

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135869/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135869/similar
- Related entities: https://search.stillhousedata.com/firm/135869/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135869

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.