Allaria Asset Management, LLC

Allaria Asset Management, LLC is a financial advisor firm established in November 2016 and registered with the SEC. The firm specializes in providing asset management, research, and financial advice to individuals and corporations through discretionary and non-discretionary accounts. They offer customized discretionary portfolios, selection of sub-advisers, and other non-discretionary advisory services tailored to each client's needs. Allaria Asset Management charges management fees ranging from 0.25% to 1.50% of the net asset value of the account, with negotiable fees based on individual circumstances. Clients can also opt for hourly fee arrangements ranging from $150 to $500 per hour. The firm may engage in performance-based fees subject to specific arrangements. Allaria Asset Management does not participate in Wrap Fee Programs and had approximately $115,084,978 in assets under management as of December 31, 2024. The firm does not have any disciplinary information and does not vote proxies on client securities. Clients are expected to vote their proxies. Allaria Asset Management does not maintain custody of client funds, and assets are held at qualified custodians. The firm exercises investment discretion in selecting securities and determining transaction details in alignment with client objectives and guidelines.