Alooola, Llc
- Regulatory AUM
- $51.2M
- Discretionary
- $51.2M
- Clients
- 457
- Avg AUM / client
- $112K
- Accounts
- 457
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 436 | $16.2M | 31.7% |
| Corporations and other businesses | 21 | $35.0M | 68.3% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Susan Ann Michel | Ceo | May 1988 (38y) | ≈ 56.25% – 100% via Glen Eagle Investments Inc. | |
| Fernandez, Carol Ann | Cfo & Principal | Jan 2023 (4y) | Less than 5% | |
| Michel, Robert, Brian | Shareholder | Jan 2023 (4y) | GP / trustee / elected manager of Glen Eagle Investments Inc. (indirect) | |
| Robert Freeman Michel | Cio | Jan 2024 (3y) | Less than 5% | |
| James Patrick Oboyle | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Glen Eagle Investments Inc. | Direct Owner | Jan 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Susan Ann Michel: 75% – 100% of Glen Eagle Investments Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗