Carl
Alongi
Redw Wealth LLC
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About this Advisor
Carl Alongi is a personal financial specialist operating out of Albuquerque, New Mexico with 14 years of relevant experience. Alongi is an advisor for Redw Wealth LLC. They have spent their whole career at Redw Wealth Llc. Alongi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, California, Colorado and New Mexico. Redw Wealth LLC is an advisory business operating out of Albuquerque, NM. The firm has a total of 14 people on staff. It controls $896 million in assets among its 1,189 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 1,189 customer accounts, 35% belong to high-net-worth individuals who have at least $1 million in assets. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services depend on the type of services. However, fee types billed by Redw Wealth LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redw Wealth LLC Brokerage Details
$896,400,602
14
1,189
$753,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Carl Alongi Work History
Carl has been registered as a financial advisor for 14 years.*
Redw Wealth (Formerly Redw Stanley Financial Advisors)
*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 Carl 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 Redw Wealth LLC
Phoenix, AZ
Albuquerque, NM
Phoenix, AZ
Phoenix, AZ
Albuquerque, NM
Phoenix, AZ
Albuquerque, NM
Albuquerque, NM
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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