At alooola we work hard to at one thing – helping you grow your wealth in a way that allows you to enjoying life and achieve your goals. That’s it! And although we handle some of the more complicated aspects of your finances we think that there is still beauty in simplicity. That is why we have created this simple document inclusive of the legal details for you. Our goal is to create a relationship based on trust so we can serve you in the best way possible. So, remember if you ever do have any questions do hesitate to reach out.
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, member FINRA/SIPC and Fidelity Investments Institutional Services. Account custodians are Pershing, LLC and Fidelity Investments Institutional Services.
Investments are not FDIC insured. Investing in securities, as with all market investments, involves risk and 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.
At alooola, we pledge to maintain the privacy of your personal information we obtain about you, and use it in a fair and lawful manner (the “Pledge”). This Pledge explains our privacy commitment. It describes: the non-public personal information we collect about you; why we collect it; when we may share it with others; and where you can receive more information about this policy.
To whom and what does the Pledge apply?
Current and former alooola clients are covered by this pledge. In addition, this Pledge covers the personal information of other individuals with whom alooola has an existing or prospective relationship where either (a) such protection is required by applicable laws, rules or regulations; or (b) alooola has made a separate and specific commitment to that effect. In this Pledge "personal information" refers to any information relating to an identified individual, or any non-public personal information.
What personal information do we collect and how do we collect It?
By law and by corporate policy of alooola it is important that we collect and maintain accurate information about you. We obtain this information from various account applications and other forms you, customer reporting agencies, and other third-party sources submitted to us. The personal data gathered varies depending on the products or services you request and may include, among other things, name, address, phone number, social security number, date of birth, occupation, employer, income, and amount of assets.
How do we use personal information?
We use your personal information to help us deliver the best possible service to you. This may include, depending on the nature of your relationship with us, using personal information to evaluate financial needs; to offer a broad range of products and services; deliver integrated financial services; process and complete transactions; respond to inquiries and requests; fulfill our obligations to you; verify income, asset and obligation information; resolve disputes, prevent fraud; and perform risk control. Additionally, we may use your personal information to verify your identity, including where applicable, verification in accordance with the USA PATRIOT Act. Where permitted and appropriate, we may also use personal information for alooola's marketing and product research and/or development purposes. Additionally, we use personal information to comply with legal and regulatory requirements, and in accordance with applicable laws, rules and regulations.
How do we protect the confidentiality and security of personal information?
We restrict access to your personal data to only those individuals necessary to develop, support, offer and deliver products and services to you. We maintain and monitor our physical, electronic and procedural safeguards to comply with applicable regulations.
How can you verify that your personal information is accurate?
We endeavor to keep our records of your personal information current and complete and intend to maintain personal information for only as long as is necessary for alooola’s business purposes or to meet our legal and regulatory requirements. If you make any change to your personal information or become aware of any discrepancies, please notify us and we will make the necessary updates or corrections.
What if you have questions regarding this Pledge or our privacy practices?
If you have any questions regarding this Pledge or our privacy related practices, please contact us by email at or by phone at (484) 704-2555 A professional or other alooola representative is available to assist you and direct your inquiries on these matters. Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before it is implemented.
Third Party Information Sharing
In order to provide financial services and for everyday business purposes, we may share your personal information with third parties, including consumer identification verification services, public accounting firms, and certain other service providers (including companies that perform marketing and analytics services). We may also disclose your information to other third-party financial institutions, e.g., if you ask to transfer assets from or to alooola to such financial institutions. We may also disclose personal information in response to service of legal process, such as a court order, summons, or subpoena, or as permitted or required by law when we reasonably believe it is necessary or appropriate to investigate, prevent, or take action regarding illegal activities, suspected fraud (including identity theft), front running or scalping, situations involving potential threats to the physical safety of any person, or suspected violations of our Terms of Service or customer agreements. Furthermore, we may disclose personal information in specific other cases with your consent.
How Your Personal Information is Protected
alooola works diligently to protect your personal information. We employ several physical and electronic safeguards to keep your information safe. We use browser encryption, store all of our data on servers in secure facilities, and implement systematic processes and procedures for securing and storing data. We limit access to your personal and financial information to only those employees with authorized access who need to know the information in order to perform their jobs. We require any third parties who perform services for alooola to consent to the confidentiality of your information. Furthermore, if you choose to close your account or your account is terminated with us, we will continue to adhere to the privacy policies and practices outlined here, as well as applicable law. If you maintain an alooola account that you access through our website or mobile apps, you are responsible for protecting and maintaining the confidentiality of your account and password and restricting access to your computer or device.
Access to Web-Based / App Services:
Once you have registered with alooola you can view your portfolios performance through the “member login” button of the website or by downloading the CircleBlack application. If you have any problems, you may also contact us at email@example.com. Due to U.S. regulatory requirements, we do not delete residual copies of outdated information and must preserve all customer data for a minimum of three years.
Non-alooola Platform Fees:
Occasionally an alooola member will be charged a fee beyond that disclosed in the fee schedule of the alooola platform as denoted on the website and the advisory agreement. These fees include, but are not restricted to, closing account fees and ticket charges for non-traditional alooola platform investments should an alooola member request such investments.
Acceptance of Policy and Agreements
By using and continuing to use the alooola websites, mobile application and/or services, or otherwise providing us with personal information (such as an email address) you agree to the terms and conditions of the firm’s policies and agreement and any updates thereto. These terms and conditions may change from time to time. New policies and agreements will supersede any earlier version. Our Terms and Conditions take precedence over any conflicting policy or agreement provision. We may modify this these agreements or policies over time without prior notice by posting a new version to the website www.alooola.com, which is your responsibility to review. Any changes will be reflected and will become effective immediately upon posting to the FAQ page of the website. If changes are material, we will do our best to notify you via email or through a notification on the alooola website or mobile application. Please check the effective date to determine if there have been any changes since you have last reviewed the policy.
Age of Members
Our service is not directed towards anyone under the age of 18. If a parent or guardian becomes aware that his or her child under the age of 18 has created an account with alooola and/or provided us with personally identifiable information, please contact us at firstname.lastname@example.org. Additionally, if we become aware at any point that a child under the age of 18 is using our service, we will terminate his or her account.
4422C Route 27
PO Box 399
Kingston, NJ 08528