Michael
Alongi
Wealth Teams Alliance
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About this Advisor
Michael Alongi is a financial advisor based in Irvine, California, working with Wealth Teams Alliance. Michael has previously held positions at Sii/John Hancock, Signature Resources Capital Management LLC, Massmutual Life Insurance Company, Mml Investors Services LLC, and Oak Grove, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Wealth Teams Alliance, which operates out of Irvine, California. The firm has 8 offices and 26 employees. The firm manages assets totaling $199.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Wealth Teams Alliance includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Teams Alliance Brokerage Details
$199,313,862
26
912
$218,546
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
Oak Grove, LLC
Mml Investors Services LLC
Sii/John Hancock
Signature Resources Capital Management LLC
Massmutual Life Insurance Company
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.
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