# ALG Financial

> ALG Financial is a state-registered investment advisory firm in Hagatna, Guam, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 332002
- Filed as: ALG FINANCIAL
- Legal name: Leon Guerrero, Alexandra
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Location: Hagatna, Guam
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332002
- AdvisorCensus page: https://advisorcensus.com/firm/alg-financial-hagatna-332002

## Quick answers

**How is ALG Financial compensated?**
On its Form ADV (Item 5.E, October 2026), ALG Financial reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ALG Financial located?**
ALG Financial's principal office is in Hagatna, Guam, according to its Form ADV.

**Is ALG Financial registered with the SEC or a state?**
ALG Financial is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 332002.

**How much does ALG Financial manage?**
ALG Financial reports $22,487,651 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**What types of clients does ALG Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (6); corporations or other businesses not listed above (2).

**Does ALG Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332002

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $22,487,651
- Discretionary: $22,487,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $16,638,899 |
| High net worth individuals | 6 | $4,882,657 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 2 | $966,095 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- algfinancial.co

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ALG Financial (CRD 332002): Form ADV filing data as of October 2026.