Ashley Dolores Smith-Roos
Chief Compliance OfficerAllocate Management Company, LLCCRD 5454067
About Ashley Dolores Smith-Roos
Ashley Dolores Smith-Roos is listed as Chief Compliance Officer at Allocate Management Company, LLC in Palo Alto, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Allocate Management Company, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Ashley Dolores Smith-Roos work?
Ashley Dolores Smith-Roos is listed as Chief Compliance Officer at Allocate Management Company, LLC on SEC Form ADV.
How much of Allocate Management Company, LLC does Ashley Dolores Smith-Roos own?
Form ADV reports a beneficial ownership band of Under 5%.
Allocate Management Company, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |