AL
AL

Alfred Lugo

2 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

650 Sierra Madre Villa, Suite 102, Pasadena, CA, 91107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alfred is a field agent for Knights of Columbus Insurance since 2016, selling life insurance, long-term care, disability income, and annuities. This activity takes about half of his time.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
November 2023 - Present · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.