ALE
32yrs
Top 12% by experience in Pleasant Hill
About the firm
A registered investment advisory firm based in Pleasant Hill, California. It manages about $7.83 million for roughly 9 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$870,201
Assets under management ?$7.83 million
Individual clients9
Median years of experience32
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at ALE
1Advisors
32Median years of experience
1States with offices
–Offices
Also known as
ALE Advisors LLC
About ALE
How do I contact ALE?
Call the main office at (650) 315-8695. The main office is at 3478 Buskirk Avenue Suite 1000, Pleasant Hill, CA 94523.
How is ALE paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does ALE offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at ALE?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.