ALES29 ADVISORS, INC

ALES29 ADVISORS, INC is an SEC-registered investment adviser (CRD 297670). Regulatory assets under management: $39.8M.

Registration

• CRD: 297670
• Type: Registered investment adviser
• Phone: (917) 838-3093
• Latest filing: 2026-03-05
• Regulatory AUM: $39.8M
• Discretionary AUM: $39.8M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297670 on SEC IAPD (source of record)
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