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Alexander M Allegro

Rooted Wealth Advisors

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About Alexander M Allegro

Alexander M Allegro is a financial advisor with Rooted Wealth Advisors. Alexander is a Registered Representative. Rooted Wealth Advisors specializes in serving high-net-worth individuals and corporations. Rooted Wealth Advisors' mission is to provide individuals and families with personalized financial advice and investment management services.

Firm Information

Alexander Allegro is currently registered with Rooted Wealth Advisors. Rooted Wealth Advisors is a financial advisory firm based in Bourbonnais, IL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Rooted Wealth Advisors manages approximately $318 million in assets for over 3,276 clients.
Rooted Wealth Advisors

389 WILLIAM LATHAM R SENIOR DRIVE

BOURBONNAIS, IL 60914

$318.35M

Assets Under Management

3

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Allegro’s Registration & Firm History

IL

02/05/2025 - Present

Rooted Wealth Advisors (BOURBONNAIS IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander M Allegro.
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