Michael
Alongi
Wealth Teams Alliance
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About this Advisor
Michael Alongi is a financial advisor who works out of Irvine, California with 8 years of relevant experience. Alongi works at Wealth Teams Alliance. Throughout their career, they have worked at Axa Advisors, LLC, Sii/John Hancock, Signature Resources Capital Management LLC, Massmutual Life Insurance Company, Mml Investors Services LLC and Oak Grove, LLC. Alongi maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Wealth Teams Alliance is a registered investment business operating out of Irvine, CA. The firm has offices in eight locations and a total of 13 people on staff. It handles $159 million in total assets among its 875 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises seven charitable organizations. Of its 875 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Wealth Teams Alliance most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Teams Alliance Brokerage Details
$158,869,733
13
875
$181,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Alongi Work History
Michael has been registered as a financial advisor for 8 years.*
Oak Grove, LLC
Mml Investors Services LLC
Sii/John Hancock
Signature Resources Capital Management LLC
Massmutual Life Insurance Company
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Alongi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Teams Alliance
Irvine, CA
Irvine, CA
Dinuba, CA
Corbett, OR
Irvine, CA
Irvine, CA
Irvine, CA
Torrance, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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