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Bollinger Financial Advisory
Bollinger Financial Advisory was formed as a registered investment advisor by Alan Bollinger, a certified financial planner who previously worked at major...
Bollinger Financial Advisory
Bollinger Financial Advisory was formed as a registered investment advisor by Alan Bollinger, a certified financial planner who previously worked at major financial institutions. The firm's wealth-origin details are not publicly disclosed, but it serves multiple families rather than a single lineage. The firm focuses on wealth management, financial planning, portfolio construction, and estate planning for its client base. It likely allocates across publicly traded equities, fixed income, and alternative investments, though specific asset-class weights and portfolio companies are not publicly detailed. Its geographic focus is domestic, centered on the Northeast and broader US. As of early 2025, Bollinger Financial Advisory continues to operate as a private advisory firm with a small professional team based in New York. No recent hiring or AUM disclosures are available in public filings or press. A structural differentiator is Bollinger's status as an independent RIA with a fiduciary duty to clients, a model that distinguishes it from broker-dealers. The firm's multi-family office structure allows it to pool resources across families while maintaining personalized service. Succession planning for its own leadership is not publicly outlined.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Alan Bollinger
President
Sector focus
Frequently asked questions
Who runs investment decisions at Bollinger Financial Advisory?
Alan Bollinger, the firm's president and a certified financial planner, oversees investment strategy and client advisory. His background includes work at major financial firms before founding the advisory, per his professional profile.
Is Bollinger Financial Advisory a single-family or multi-family office?
The firm operates as a multi-family office and registered investment advisor (RIA), serving multiple high-net-worth families rather than a single wealth origin. This structure allows economies of scale and shared expertise across clients.
Does the firm publish AUM or performance figures?
Bollinger Financial Advisory does not publicly disclose its assets under management or portfolio performance, consistent with the privacy of many family offices. Any numbers would be proprietary and shared only with clients.
What is Bollinger Financial Advisory's investment approach?
The firm employs a fiduciary model, meaning it must act in clients' best interests. Its approach typically involves customized asset allocation, diversified across equities, fixed income, and alternatives, tailored to individual client goals and risk tolerance.
Does Bollinger Financial Advisory make direct investments or buy private companies?
The firm does not publicly disclose direct investment activity or portfolio company holdings. As an RIA focused on wealth management, it is more likely to invest through pooled vehicles and public markets rather than direct private equity.
How does Bollinger Financial Advisory source clients and deal flow?
Client relationships are likely built through professional networks, referrals from existing clients, and the firm's reputation in the New York area. The firm does not publicly detail its sourcing or marketing practices.
Where does the underlying wealth for Bollinger clients come from?
Wealth origins for the families served are not disclosed by the firm. The client base likely includes entrepreneurs, professionals, and other high-net-worth individuals, but no specific industry or fortune is publicly attached.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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