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Building 2ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Map pinRED BANK, NJ
Phone212-687-5650
NotebookSEC #801-112997
Total AUM
$238.1M
Employees
36
Clients
614

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 DRS. JAMES PARKER BLVD
SUITE 202
RED BANK
NJ 07701
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
212-687-5650
Other Offices
25

ReceiptFinancials

Total AUM
$238.1M
Accounts
1,051
Discretionary
$201.8M
Accounts
740
Non-Discretionary
$36.3M
Accounts
311

ContactClients

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Individual Clients
542
AUM
$73.9M
HNW Individual Clients
72
AUM
$164.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
ARAZCACOCTFLGALAMONENHNJNYORPASCTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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