SourcingSourcing

ALOOOLA, LLC

C23
CRD 325090·SEC 801-129551·KINGSTON, NJ
AUM
$51.2M
$25M-$100M
Est. Revenue
$512K
@ 1% on AUM
Est. EBITDA
$154K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALOOOLA, LLC
CRD
325090
SEC file #
801-129551
EIN
—
DBA names
Alooola

Economics

AUM
$51.2M
AUM band
$25M-$100M
AUM trajectory
'25'26
$25.5M → $51.2M▲ +101%
Client mix
Individuals Other436
Corporations21

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
KINGSTON NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
alooola.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLEN EAGLE INVESTMENTS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
GLEN EAGLE INVESTMENTS INC.
FERNANDEZ, CAROL ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALOOOLA.COM
Rdap Domain Creation Date
2016-04-28T21:48:09Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3478
Soi Zip Pct 200k Plus
0.1304
Soi Zip Returns 200k Plus
30
Soi Zip Total AGI
26,957
Fdic Zip Total Deposits
1,947,777,000
Fdic Zip Branch Count
40
Fdic Zip Top Banks
Bank of America, National Association
First Choice Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
United Jersey Bank/Central, National AssociationFranklin Township, NJ
New Jersey National BankFranklin Township, NJ
Fdic Zip HHI
2387.2
Fdic Zip Top Bank Share Pct
42.28
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-28T21:48:09Z
Rdap Domain Last Changed
2025-04-09T14:18:03Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI492
Returns40
Stub 2
AGI1,630
Returns40
Stub 3
AGI2,437
Returns40
Soi Zip Total Business Income
510
Soi Zip Total Cap Gains
193
Soi Zip Total Dividends
860
Soi Zip Total Returns
230
Trust Company Affiliate
No

People (4)

4
CAROL ANN FERNANDEZ
Executive Officer · 2.5%
5948138
MICHEL, ROBERT, Freeman
Executive Officer · 2.5%
5967668
MICHEL, SUSAN, ANN
Executive Officer · 2.5%
1680859
OBOYLE, JAMES, PATRICK
Executive Officer · 2.5%
7142888