Get Started...With More Choices

The alooola team of licensed financial advisors provides all of the investment management and advisory services to our members. 

 

We do, however, provide you with the freedom to select whether you would like have your money held at Fidelity or Charles Schwab (i.e. the custodian).  We work with these two institutions because they provide our member's accounts with additional security to protect their personal and financial information.

Note: Charles Schwab accounts will be opened on their "Institutional Intelligent Portfolios® ("IPP")" platform which requires that new accounts be at least $5,000 in value.  If you would like to open a smaller alooola account please click the "Fidelity" button above

484-275-5525

alooola is a branded investment advisory service provided by Glen Eagle Advisors, LLC, a SEC Registered Investment Advisor which also operates and maintains this website.

Brokerage services are provided through Glen Eagle Wealth, LLC, a member of FINRAMSRBSIPC, and Fidelity Investments Institutional Services.

Account custodians are Pershing LLC, and National Financial Services.

Investments are not FDIC insured. Investing in securities involves risk with the potential for loss of a portion or all of your investment.

Consider your current financial situation, tolerance for risk and investment objectives before you invest in securities through alooola.